Position in LPLA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$41,514
-$7,775 QoQ
Shares Held
138
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MCF Advisors LLC holds $3,546,326 across 15 Capital Markets names. LPLA ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
15,606 | $1,466,651 | |
| 2 | MS |
Morgan Stanley
|
6,894 | $1,134,545 | |
| 3 | GS |
Goldman Sachs Group Inc
|
933 | $789,308 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
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|
138 | $41,514 | |
| 5 | GLXY |
Galaxy Digital Inc.
|
2,224 | $41,032 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
333 | $23,076 | |
| 7 | LAZ |
Lazard, Inc.
|
430 | $18,266 | |
| 8 | WULF |
Terawulf Inc.
|
903 | $13,030 |
All Filings in LPLA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,514 | 138 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $49,289 | 138 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $45,911 | 138 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $51,745 | 138 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $45,145 | 138 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $45,058 | 138 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $32,102 | 138 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $38,543 | 138 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $33,289 | 126 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $28,680 | 126 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $29,943 | 126 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $27,396 | 126 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $25,502 | 126 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||