First Command Advisory Services, Inc.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1727336
FORT WORTH, TX
Position in LPLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$23,942
+$11,308 QoQ
Shares Held
85
+102.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#640
of 761 holders
Holding Since
Mar 2026
2 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, 2026First Command Advisory Services, Inc. holds $1,079,954 across 9 Capital Markets names. LPLA ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
586 | $592,662 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
1,742 | $174,687 | |
| 3 | MS |
Morgan Stanley
|
579 | $121,033 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,159 | $106,940 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
368 | $32,030 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
85 | $23,942 | |
| 7 | SNEX |
StoneX Group Inc.
|
258 | $20,382 | |
| 8 | SF |
Stifel Financial Corp
|
334 | $6,669 |
All Filings in LPLA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,942 | 85 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $12,634 | 42 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||