Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,422,376
+$314,844 QoQ
Shares Held
15,700
+15.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#227
of 761 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Bell Asset Management Ltd holds $7,867,370 across 2 Capital Markets names. LPLA ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
15,700 | $4,422,376 | |
| 2 | HLI |
Houlihan Lokey, Inc.
|
25,684 | $3,444,994 |
All Filings in LPLA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,422,376 | 15,700 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,107,532 | 13,654 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,672,779 | 10,283 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||