Position in LPLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$233,794
-$9,577 QoQ
Shares Held
830
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#556
of 761 holders
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $6,173,677 across 6 Capital Markets names. LPLA ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,425 | $2,452,572 | |
| 2 | MS |
Morgan Stanley
|
7,157 | $1,496,099 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,622 | $1,164,631 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,216 | $422,780 | |
| 5 | PIPR |
Piper Sandler Companies
|
5,582 | $403,801 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
830 | $233,794 |
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,794 | 830 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $243,371 | 809 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $239,303 | 670 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $204,937 | 616 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $222,357 | 593 | Shares | Defined | 2025-08-12 | |
| 2022-12-31 | $272,806 | 1,262 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||