Position in LPLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,351
-$364 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#690
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, 2026CNB Bank holds $1,774,444 across 7 Capital Markets names. LPLA ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,522 | $945,278 | |
| 2 | SCHW |
Schwab Charles Corp
|
5,228 | $482,387 | |
| 3 | GS |
Goldman Sachs Group Inc
|
171 | $172,944 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,509 | $151,322 | |
| 5 | MKTX |
Marketaxess Holdings Inc
|
92 | $10,441 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
505 | $6,721 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
19 | $5,351 |
All Filings in LPLA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,351 | 19 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,715 | 19 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,786 | 19 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,321 | 19 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,124 | 19 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,215 | 19 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,203 | 19 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,419 | 19 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $5,306 | 19 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,019 | 19 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,324 | 19 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,515 | 19 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,131 | 19 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,845 | 19 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,107 | 19 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,151 | 19 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,505 | 19 | Shares | Sole | 2022-08-19 | |
| 2022-03-31 | $3,470 | 19 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $3,041 | 19 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||