Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$148,126,216
+$19,570,126 QoQ
Shares Held
525,867
+23.1% QoQ
Ownership
0.668%
of shares outstanding
% of Portfolio
6.24%
of 13F equity value
Holder Rank
#37
of 761 holders
Holding Since
Mar 2020
25 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, 2026Azora Capital LP holds $379,122,147 across 9 Capital Markets names. LPLA ranks #1 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
525,867 | $148,126,216 | |
| 2 | EVR |
Evercore Inc.
|
186,028 | $63,517,400 | |
| 3 | MKTX |
Marketaxess Holdings Inc
|
513,081 | $58,229,562 | |
| 4 | PJT |
PJT Partners Inc.
|
322,481 | $48,675,282 | |
| 5 | PIPR |
Piper Sandler Companies
|
380,367 | $27,515,748 | |
| 6 | LCLN |
Lincoln International, Inc.
|
606,033 | $14,466,007 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
211,758 | $10,583,664 | |
| 8 | BGC |
BGC Group, Inc.
|
746,114 | $7,975,958 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,126,216 | 525,867 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $128,556,090 | 427,338 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $160,079,665 | 448,189 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $117,558,007 | 353,356 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $177,117,829 | 472,352 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $144,737,858 | 442,434 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $135,888,564 | 416,185 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $149,707,640 | 643,544 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $118,122,114 | 422,922 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $110,054,095 | 416,556 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $74,385,305 | 326,796 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $76,796,122 | 323,148 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $49,230,065 | 226,418 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $57,054,333 | 281,889 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $56,053,961 | 259,305 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $49,756,416 | 227,739 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $45,920,392 | 248,918 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $38,965,826 | 213,301 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,345,656 | 64,624 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,508,591 | 60,657 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $18,514,531 | 137,165 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $51,242,851 | 360,459 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $71,400,913 | 685,098 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $5,639,076 | 71,927 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,079,177 | 111,688 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||