Position in LPLA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$221,400
-$19,564 QoQ
Shares Held
786
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#562
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, 2026Parcion Private Wealth LLC holds $5,372,771 across 10 Capital Markets names. LPLA ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
11,897 | $2,486,948 | |
| 2 | SCHW |
Schwab Charles Corp
|
5,321 | $490,968 | |
| 3 | GS |
Goldman Sachs Group Inc
|
434 | $438,934 | |
| 4 | EVR |
Evercore Inc.
|
1,200 | $409,728 | |
| 5 | PIPR |
Piper Sandler Companies
|
5,599 | $405,031 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
3,373 | $338,244 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
6,704 | $335,065 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
786 | $221,400 |
All Filings in LPLA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,400 | 786 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $240,964 | 801 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||