Prana Capital Management, LP
Position in LPLA — LPL Financial Holdings Inc.
CIK 1710951
GREENWICH, CT
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$89,826,625
+$15,484,613 QoQ
Shares Held
318,896
+29.0% QoQ
Ownership
0.405%
of shares outstanding
% of Portfolio
2.74%
of 13F equity value
Holder Rank
#56
of 761 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Derivatives in LPLA
reported options exposure · as of Jun 30, 2026CallValue
$8,450,400
CallShares
30,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Prana Capital Management, LP holds $181,680,855 across 13 Capital Markets names. LPLA ranks #1 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
318,896 | $89,826,625 | |
| 2 | SF |
Stifel Financial Corp
|
478,332 | $33,373,223 | |
| 3 | MC |
Moelis & Co
|
219,265 | $14,344,316 | |
| 4 | TW |
Tradeweb Markets Inc.
|
133,335 | $13,288,166 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
71,882 | $9,641,532 | |
| 6 | EVR |
Evercore Inc.
|
20,325 | $6,939,768 | |
| 7 | LAZ |
Lazard, Inc.
|
130,189 | $5,460,126 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
37,877 | $4,298,660 |
All Filings in LPLA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,450,400 | 30,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $89,826,625 | 318,896 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $74,342,012 | 247,123 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,863,462 | 8,607 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,573,749 | 4,197 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $4,391,123 | 18,876 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,906,569 | 13,987 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $7,933,012 | 34,852 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $13,878,339 | 63,829 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,276,163 | 26,068 | Shares | Sole | 2023-05-15 | |
| 2020-06-30 | $7,156,038 | 91,276 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,720,919 | 105,106 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||