Banque Cantonale Vaudoise

Position in LPLA — LPL Financial Holdings Inc.

CIK 1793755 LAUSANNE, V8

Position in LPLA

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,053,201

-$398,905 QoQ

Shares Held

3,739

-22.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#365

of 761 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Banque Cantonale Vaudoise holds $35,192,353 across 11 Capital Markets names. LPLA ranks #6 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	14,059	$14,218,850
2	MS	Morgan Stanley	57,981	$12,120,348
3	XP	XP Inc.	160,000	$2,601,600
4	SCHW	Schwab Charles Corp	26,197	$2,417,197
5	IBKR	Interactive Brokers Group, Inc.	15,924	$1,386,024
6	LPLA	LPL Financial Holdings Inc. This page	3,739	$1,053,201
7	IREN	IREN Ltd	14,887	$680,782
8	HOOD	Robinhood Markets, Inc.	5,399	$541,411

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,053,201	3,739	-22.5%	Shares	Sole	2026-07-31
2026-03-31	$1,452,106	4,827	-13.1%	Shares	Sole	2026-04-20
2025-12-31	$1,984,079	5,555	+71.9%	Shares	Sole	2026-02-06
2025-09-30	$1,075,254	3,232	-63.4%	Shares	Sole	2025-11-13
2025-06-30	$3,310,610	8,829	+198.8%	Shares	Sole	2025-08-11
2025-03-31	$966,698	2,955	-53.9%	Shares	Sole	2025-05-08
2024-06-30	$1,790,871	6,412	+40.1%	Shares	Sole	2024-07-31
2024-03-31	$1,209,507	4,578	-1.4%	Shares	Sole	2024-04-10
2023-12-31	$1,056,612	4,642	+57.2%	Shares	Sole	2024-02-07
2023-09-30	$701,542	2,952	-43.2%	Shares	Sole	2023-11-08
2023-06-30	$1,130,636	5,200	-44.7%	Shares	Sole	2023-08-09
2023-03-31	$1,902,560	9,400	+840.0%	Shares	Sole	2023-04-20
2022-12-31	$216,170	1,000	-75.0%	Shares	Sole	2023-02-10
2022-09-30	$873,920	4,000	+300.0%	Shares	Sole	2022-10-17
2022-06-30	$184,480	1,000	—	Shares	Sole	2022-08-02
No filing history on record for this holder in this stock.