Position in LPLA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$21,368,807
-$8,246,100 QoQ
Shares Held
75,862
-22.9% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#110
of 761 holders
Holding Since
Dec 2021
19 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, 2026Aberdeen Group plc holds $747,463,705 across 10 Capital Markets names. LPLA ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
284,217 | $287,448,546 | |
| 2 | MS |
Morgan Stanley
|
1,037,691 | $216,918,925 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,643,886 | $151,681,360 | |
| 4 | SNEX |
StoneX Group Inc.
|
266,352 | $31,562,712 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
75,862 | $21,368,807 | |
| 6 | PJT |
PJT Partners Inc.
|
138,593 | $20,919,226 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
83,558 | $8,379,195 | |
| 8 | FUTU |
Futu Holdings Ltd
|
63,640 | $5,965,612 |
All Filings in LPLA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,368,807 | 75,862 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $29,614,907 | 98,444 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $34,799,428 | 97,431 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $30,838,365 | 92,694 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $38,308,434 | 102,164 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $45,151,535 | 138,019 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $70,771,041 | 216,750 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $58,940,997 | 253,368 | Shares | Defined | 2024-10-25 | |
| 2024-06-30 | $72,328,644 | 258,964 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $72,771,512 | 275,441 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $63,010,905 | 276,825 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $185,073,263 | 778,764 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $177,985,370 | 818,587 | Shares | Defined | 2024-06-20 | |
| 2023-03-31 | $154,909,064 | 765,361 | Shares | Defined | 2024-06-20 | |
| 2022-12-31 | $151,878,663 | 702,589 | Shares | Defined | 2024-06-20 | |
| 2022-09-30 | $150,120,665 | 687,114 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $136,374,439 | 739,237 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $140,205,072 | 767,490 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $111,467,784 | 696,282 | Shares | Defined | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||