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Equibles

Bell Investment Advisors, Inc

Position in LPLA — LPL Financial Holdings Inc.

CIK 1890149 ORINDA, CA
Back to LPLA Full portfolio

Position in LPLA

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$11,830
-$1,105 QoQ
Shares Held
42
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#666
of 764 holders
Holding Since
Sep 2021
19 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, 2026

Bell Investment Advisors, Inc holds $764,661 across 29 Capital Markets names. LPLA ranks #7 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 261 $263,967
2 SCHW
Schwab Charles Corp
 1,597 $147,355
3 MS
Morgan Stanley
 702 $146,746
4 HOOD
Robinhood Markets, Inc.
 629 $63,076
5 EVR
Evercore Inc.
 122 $41,655
6 TW
Tradeweb Markets Inc.
 130 $12,955
7 LPLA
LPL Financial Holdings Inc.
This page 		42 $11,830
8 HLI
Houlihan Lokey, Inc.
 88 $11,803

All Filings in LPLA

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,830 42
2026-03-31 $12,935 43
2025-12-31 $21,073 59
2025-09-30 $15,636 47
2025-06-30 $22,873 61
2025-03-31 $18,646 57
2024-12-31 $18,611 57
2024-09-30 $12,329 53
2024-06-30 $15,920 57
2024-03-31 $14,531 55
2023-12-31 $12,519 55
2023-09-30 $13,546 57
2023-06-30 $13,263 61
2023-03-31 $11,334 56
2022-12-31 $11,240 52
2022-09-30 $11,797 54
2022-06-30 $8,486 46
2021-12-31 $4,962 31
2021-09-30 $4,859 31