STOREBRAND ASSET MANAGEMENT AS
Position in LPLA — LPL Financial Holdings Inc.
CIK 1685676
LYSAKER, Q8
Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,107,104
-$497,016 QoQ
Shares Held
21,681
-1.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#202
of 761 holders
Holding Since
Jun 2022
17 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, 2026STOREBRAND ASSET MANAGEMENT AS holds $584,189,496 across 13 Capital Markets names. LPLA ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
233,364 | $236,017,348 | |
| 2 | MS |
Morgan Stanley
|
833,778 | $174,292,953 | |
| 3 | SCHW |
Schwab Charles Corp
|
997,412 | $92,031,205 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
339,606 | $29,559,306 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
280,533 | $28,131,849 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
21,681 | $6,107,104 | |
| 7 | IREN |
IREN Ltd
|
129,504 | $5,922,217 | |
| 8 | XP |
XP Inc.
|
354,981 | $5,771,991 |
All Filings in LPLA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,107,104 | 21,681 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,604,120 | 21,953 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,318,002 | 31,688 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $12,765,315 | 38,370 | Shares | Sole | 2026-06-03 | |
| 2025-06-30 | $7,375,284 | 19,669 | Shares | Sole | 2026-06-03 | |
| 2025-03-31 | $6,402,784 | 19,572 | Shares | Sole | 2026-06-03 | |
| 2024-12-31 | $6,057,087 | 18,551 | Shares | Sole | 2026-06-17 | |
| 2024-09-30 | $4,321,334 | 18,576 | Shares | Sole | 2026-06-17 | |
| 2024-06-30 | $5,710,009 | 20,444 | Shares | Sole | 2026-06-17 | |
| 2024-03-31 | $7,672,103 | 29,039 | Shares | Sole | 2026-06-17 | |
| 2023-12-31 | $8,667,314 | 38,078 | Shares | Sole | 2026-06-18 | |
| 2023-09-30 | $10,856,564 | 45,683 | Shares | Sole | 2026-06-18 | |
| 2023-06-30 | $12,517,010 | 57,568 | Shares | Sole | 2026-06-18 | |
| 2023-03-31 | $15,939,404 | 78,752 | Shares | Sole | 2026-06-18 | |
| 2022-12-31 | $17,691,136 | 81,839 | Shares | Sole | 2026-06-18 | |
| 2022-09-30 | $6,287,417 | 28,778 | Shares | Sole | 2026-06-18 | |
| 2022-06-30 | $1,598,334 | 8,664 | Shares | Sole | 2026-06-18 | |
| No filing history on record for this holder in this stock. | ||||||