Focus Partners Advisor Solutions, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1868872
SAINT LOUIS, MO
Position in LPLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$18,152,304
-$2,549,312 QoQ
Shares Held
64,443
-6.4% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#121
of 761 holders
Holding Since
Mar 2022
15 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, 2026Focus Partners Advisor Solutions, LLC holds $37,625,073 across 16 Capital Markets names. LPLA ranks #1 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
64,443 | $18,152,304 | |
| 2 | MIAX |
Miami International Holdings, Inc.
|
136,736 | $5,081,109 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2,740 | $2,771,153 | |
| 4 | MS |
Morgan Stanley
|
12,523 | $2,617,807 | |
| 5 | SCHW |
Schwab Charles Corp
|
28,312 | $2,612,348 | |
| 6 | EVR |
Evercore Inc.
|
4,592 | $1,567,892 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
26,583 | $1,328,618 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
7,661 | $768,245 |
All Filings in LPLA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,152,304 | 64,443 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $20,701,616 | 68,815 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $35,649,137 | 99,810 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $66,198,656 | 198,980 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $41,985,015 | 111,969 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $36,949,154 | 112,946 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $34,129,763 | 104,529 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $34,538,343 | 148,469 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $41,293,387 | 147,846 | Shares | Other | 2024-08-14 | |
| 2023-12-31 | $4,066,431 | 17,865 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $4,238,487 | 17,835 | Shares | Other | 2023-11-15 | |
| 2023-03-31 | $6,649,244 | 32,852 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $6,385,445 | 29,539 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $5,851,112 | 26,781 | Shares | Other | 2022-11-14 | |
| 2022-03-31 | $3,253,348 | 17,809 | Shares | Other | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||