YOUSIF CAPITAL MANAGEMENT, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1858789
BLOOMFIELD HILLS, MI
Position in LPLA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$491,531
-$29,205 QoQ
Shares Held
1,745
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#455
of 761 holders
Holding Since
Dec 2021
19 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, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $111,101,627 across 22 Capital Markets names. LPLA ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,190 | $32,556,000 | |
| 2 | MS |
Morgan Stanley
|
130,397 | $27,258,188 | |
| 3 | SCHW |
Schwab Charles Corp
|
164,935 | $15,218,552 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
72,544 | $7,274,712 | |
| 5 | EVR |
Evercore Inc.
|
11,001 | $3,756,181 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
40,562 | $3,530,516 | |
| 7 | SF |
Stifel Financial Corp
|
43,207 | $3,014,552 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
47,265 | $2,362,304 |
All Filings in LPLA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,531 | 1,745 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $520,736 | 1,731 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $595,759 | 1,668 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $567,569 | 1,706 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $676,070 | 1,803 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $588,197 | 1,798 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $582,167 | 1,783 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $394,773 | 1,697 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $460,007 | 1,647 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $447,290 | 1,693 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $363,964 | 1,599 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $392,360 | 1,651 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $350,279 | 1,611 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $348,128 | 1,720 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $390,186 | 1,805 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $370,323 | 1,695 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $377,999 | 2,049 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $442,816 | 2,424 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $374,450 | 2,339 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||