B. Metzler seel. Sohn & Co. AG
Position in LPLA — LPL Financial Holdings Inc.
CIK 1847838
FRANKFURT, 2M
Position in LPLA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$14,304,466
+$2,641,438 QoQ
Shares Held
47,550
+45.6% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 74.60778128286016.ToString("F0")%
Shared 0.ToString("F0")%
None 25.39221871713985.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026B. Metzler seel. Sohn & Co. AG holds $84,282,162 across 11 Capital Markets names. LPLA ranks #4 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
25,015 | $21,162,438 | |
| 2 | SCHW |
Schwab Charles Corp
|
192,567 | $18,097,446 | |
| 3 | MS |
Morgan Stanley
|
103,158 | $16,976,711 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
47,550 | $14,304,466 | |
| 5 | EVR |
Evercore Inc.
|
18,222 | $5,439,449 | |
| 6 | MC |
Moelis & Co
|
72,191 | $4,114,887 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
27,677 | $1,918,015 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
11,565 | $775,664 |
All Filings in LPLA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,304,466 | 47,550 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $11,663,028 | 32,654 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $10,607,487 | 31,884 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,148,907 | 3,064 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,002,356 | 3,064 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,013,159 | 3,103 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $735,343 | 3,161 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $882,867 | 3,161 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $814,527 | 3,083 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $701,752 | 3,083 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $732,674 | 3,083 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $557,272 | 2,563 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $297,528 | 1,470 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $382,837 | 1,771 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $619,609 | 2,836 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $467,656 | 2,535 | Shares | Defined | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||