Position in LPLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$227,597
-$23,295 QoQ
Shares Held
808
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#560
of 761 holders
Holding Since
Dec 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, 2026Quent Capital, LLC holds $7,790,422 across 20 Capital Markets names. LPLA ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,689 | $3,070,588 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,298 | $2,324,128 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,529 | $325,620 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,131 | $313,976 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
10,000 | $307,100 | |
| 6 | MIAX |
Miami International Holdings, Inc.
|
6,870 | $255,289 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
2,777 | $241,710 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
808 | $227,597 |
All Filings in LPLA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,597 | 808 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $250,892 | 834 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $294,308 | 824 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $280,790 | 844 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $316,099 | 843 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $283,303 | 866 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $282,757 | 866 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $201,224 | 865 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $244,666 | 876 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $231,175 | 875 | Shares | Sole | 2024-06-28 | |
| 2023-12-31 | $198,484 | 872 | Shares | Sole | 2024-06-17 | |
| 2023-09-30 | $184,178 | 775 | Shares | Sole | 2024-06-17 | |
| 2023-06-30 | $167,421 | 770 | Shares | Sole | 2024-06-17 | |
| 2023-03-31 | $156,860 | 775 | Shares | Sole | 2024-06-17 | |
| 2022-12-31 | $166,018 | 768 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $145,289 | 665 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $122,679 | 665 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $121,299 | 664 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $104,538 | 653 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||