Steigerwald, Gordon & Koch Inc.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1731876
LEESBURG, VA
Position in LPLA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,450
-$574 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#676
of 761 holders
Holding Since
Sep 2025
4 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, 2026Steigerwald, Gordon & Koch Inc. holds $15,814,449 across 9 Capital Markets names. LPLA ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
15,081 | $15,252,470 | |
| 2 | SCHW |
Schwab Charles Corp
|
3,092 | $285,298 | |
| 3 | MS |
Morgan Stanley
|
1,142 | $238,723 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
196 | $17,059 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
30 | $8,450 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
50 | $5,014 | |
| 7 | SF |
Stifel Financial Corp
|
55 | $3,837 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
26 | $3,487 |
All Filings in LPLA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,450 | 30 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,024 | 30 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $27,859 | 78 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,992 | 12 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||