SJS Investment Consulting Inc.

Position in LPLA — LPL Financial Holdings Inc.

CIK 1894302 SYLVANIA, OH

Position in LPLA

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$8,449

-$2,079 QoQ

Shares Held

-14.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#677

of 761 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SJS Investment Consulting Inc. holds $1,824,218 across 36 Capital Markets names. LPLA ranks #15 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	10,497	$968,557
2	GS	Goldman Sachs Group Inc	300	$303,410
3	GLXY	Galaxy Digital Inc.	3,700	$101,158
4	MS	Morgan Stanley	469	$98,039
5	SF	Stifel Financial Corp	805	$56,163
6	JEF	Jefferies Financial Group Inc.	865	$43,232
7	TW	Tradeweb Markets Inc.	380	$37,870
8	WULF	Terawulf Inc.	1,131	$27,935

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,449	30	-14.3%	Shares	Sole	2026-07-22
2026-03-31	$10,528	35	+133.3%	Shares	Sole	2026-04-23
2025-12-31	$5,357	15	-81.5%	Shares	Sole	2026-01-21
2025-09-30	$26,947	81	+912.5%	Shares	Sole	2025-10-21
2025-06-30	$2,999	8	-38.5%	Shares	Defined	2025-07-15
2025-03-31	$4,252	13	0.0%	Shares	Defined	2025-04-15
2024-12-31	$4,244	13	-38.1%	Shares	Defined	2025-01-21
2024-09-30	$4,885	21	-4.5%	Shares	Sole	2024-10-16
2024-06-30	$6,144	22	0.0%	Shares	Sole	2024-07-16
2024-03-31	$5,812	22	0.0%	Shares	Sole	2024-04-18
2023-12-31	$5,007	22	-8.3%	Shares	Sole	2024-01-16
2023-09-30	$5,703	24	+14.3%	Shares	Sole	2023-10-17
2023-06-30	$4,565	21	+61.5%	Shares	Sole	2023-07-13
2023-03-31	$2,631	13	-38.1%	Shares	Sole	2023-04-20
2022-12-31	$4,539	21	+61.5%	Shares	Defined	2023-01-23
2022-09-30	$2,839	13	+333.3%	Shares	Sole	2022-10-13
2022-03-31	$548	3	—	Shares	Sole	2022-05-05
No filing history on record for this holder in this stock.