Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,901,160
-$3,507,558 QoQ
Shares Held
24,500
-29.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
3.09%
of 13F equity value
Holder Rank
#188
of 761 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Saraza Management, LP holds $6,901,160 across 1 Capital Markets name. LPLA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
24,500 | $6,901,160 |
All Filings in LPLA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,901,160 | 24,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,408,718 | 34,600 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,786,838 | 41,400 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,634,500 | 50,000 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $163,570 | 500 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||