Sovereign's Capital Management, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1911637
Atlanta, GA
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,486,707
-$122,131 QoQ
Shares Held
5,278
-1.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#333
of 761 holders
Holding Since
Mar 2026
2 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, 2026Sovereign's Capital Management, LLC holds $2,364,840 across 2 Capital Markets names. LPLA ranks #1 (62.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
5,278 | $1,486,707 | |
| 2 | SCHW |
Schwab Charles Corp
|
9,517 | $878,133 |
All Filings in LPLA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,486,707 | 5,278 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,608,838 | 5,348 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||