Position in LPLA
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$12,935
-$8,138 QoQ
Shares Held
43
-27.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 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 Mar 31, 2026Bell Investment Advisors, Inc holds $674,313 across 29 Capital Markets names. LPLA ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
257 | $217,419 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,714 | $161,081 | |
| 3 | MS |
Morgan Stanley
|
690 | $113,553 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
605 | $41,926 | |
| 5 | EVR |
Evercore Inc.
|
122 | $36,418 | |
| 6 | TW |
Tradeweb Markets Inc.
|
193 | $22,708 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
92 | $13,213 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
43 | $12,935 |
All Filings in LPLA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,935 | 43 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $21,073 | 59 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $15,636 | 47 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $22,873 | 61 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $18,646 | 57 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $18,611 | 57 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $12,329 | 53 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,920 | 57 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $14,531 | 55 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $12,519 | 55 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,546 | 57 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,263 | 61 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,334 | 56 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $11,240 | 52 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $11,797 | 54 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $8,486 | 46 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $4,962 | 31 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,859 | 31 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||