Bank of Marin

Bank

Position in LPLA — LPL Financial Holdings Inc.

CIK 1801145 Novato, CA

Position in LPLA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$316,608

New position

Shares Held

1,124

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#513

of 761 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bank of Marin holds $1,696,592 across 3 Capital Markets names. LPLA ranks #3 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	905	$915,289
2	MS	Morgan Stanley	2,223	$464,695
3	LPLA	LPL Financial Holdings Inc. This page	1,124	$316,608

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,608	1,124	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.