Patriot Financial Group Insurance Agency, LLC

Insurance

Position in LPLA — LPL Financial Holdings Inc.

CIK 1694883 Westborough, MA

Position in LPLA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$253,230

+$252,421 QoQ

Shares Held

899

+14883.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#544

of 761 holders

Holding Since

Mar 2020

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $6,682,971 across 4 Capital Markets names. LPLA ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	48,934	$4,515,140
2	MS	Morgan Stanley	4,795	$1,002,346
3	GS	Goldman Sachs Group Inc	902	$912,255
4	LPLA	LPL Financial Holdings Inc. This page	899	$253,230

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,230	899	+14883.3%	Shares	Sole	2026-07-16
2021-06-30	$809	6	-14.3%	Shares	Sole	2021-07-30
2021-03-31	$995	7	-12.5%	Shares	Sole	2021-04-29
2020-12-31	$833	8	-98.0%	Shares	Sole	2021-01-15
2020-09-30	$30,668	400	0.0%	Shares	Sole	2020-10-21
2020-06-30	$31,360	400	-7.2%	Shares	Sole	2020-07-10
2020-03-31	$23,459	431	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.