Steward Partners Investment Advisory, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1723397
STAMFORD, CT
Position in LPLA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$911,514
-$165,353 QoQ
Shares Held
3,030
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $100,924,910 across 37 Capital Markets names. LPLA ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
48,326 | $40,883,312 | |
| 2 | SCHW |
Schwab Charles Corp
|
257,219 | $24,173,441 | |
| 3 | MS |
Morgan Stanley
|
86,642 | $14,258,673 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
116,029 | $7,782,065 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
64,422 | $4,464,444 | |
| 6 | SF |
Stifel Financial Corp
|
38,807 | $2,868,613 | |
| 7 | IREN |
IREN Ltd
|
27,712 | $949,967 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
3,030 | $911,514 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $911,514 | 3,030 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,076,867 | 3,015 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $929,535 | 2,794 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $845,557 | 2,255 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $741,626 | 2,267 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $784,930 | 2,404 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $560,173 | 2,408 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $465,034 | 1,665 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $418,757 | 1,585 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $209,865 | 922 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $182,277 | 767 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $177,422 | 816 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $151,395 | 748 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $138,781 | 642 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $118,416 | 542 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $121,387 | 658 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $150,893 | 826 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $45,625 | 285 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $13,324 | 85 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,473 | 85 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,083 | 85 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,858 | 85 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,516 | 85 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $6,664 | 85 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,626 | 85 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||