B. Metzler seel. Sohn & Co. AG
Position in LPLA — LPL Financial Holdings Inc.
CIK 1847838
FRANKFURT, 2M
Position in LPLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,069,669
-$1,234,797 QoQ
Shares Held
46,399
-2.4% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#139
of 762 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026B. Metzler seel. Sohn & Co. AG holds $108,992,919 across 14 Capital Markets names. LPLA ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
135,636 | $28,353,348 | |
| 2 | GS |
Goldman Sachs Group Inc
|
21,668 | $21,914,364 | |
| 3 | SCHW |
Schwab Charles Corp
|
206,143 | $19,020,814 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
46,399 | $13,069,669 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
79,565 | $6,925,337 | |
| 6 | EVR |
Evercore Inc.
|
18,222 | $6,221,719 | |
| 7 | MC |
Moelis & Co
|
71,989 | $4,709,520 | |
| 8 | SNEX |
StoneX Group Inc.
|
38,976 | $3,079,104 |
All Filings in LPLA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,069,669 | 46,399 | Shares | Defined | 2026-08-11 | |
| 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. | ||||||