TFC Financial Management, Inc.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1827844
BOSTON, MA
Position in LPLA
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$300
+$21 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TFC Financial Management, Inc. holds $935,221 across 12 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
609 | $615,924 | |
| 2 | MS |
Morgan Stanley
|
1,417 | $296,209 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
194 | $11,556 | |
| 4 | SCHW |
Schwab Charles Corp
|
88 | $8,119 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
22 | $2,206 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4 | $348 | |
| 7 | PIPR |
Piper Sandler Companies
|
4 | $289 | |
| 8 | PJT |
PJT Partners Inc.
|
1 | $150 |
All Filings in LPLA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $300 | 1 | Shares | Sole | 2026-04-23 | |
| 2024-06-30 | $279 | 1 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $264 | 1 | Shares | Sole | 2024-04-30 | |
| 2023-03-31 | $14,977 | 74 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||