Position in LPLA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,229,280
-$3,083,431 QoQ
Shares Held
29,215
-22.3% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#169
of 761 holders
Holding Since
Dec 2022
10 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, 2026LBP AM SA holds $37,546,499 across 6 Capital Markets names. LPLA ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
100,884 | $21,088,791 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
This page
|
29,215 | $8,229,280 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,442 | $3,481,135 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
21,158 | $2,121,724 | |
| 5 | SCHW |
Schwab Charles Corp
|
15,992 | $1,475,581 | |
| 6 | XP |
XP Inc.
|
70,725 | $1,149,988 |
All Filings in LPLA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,229,280 | 29,215 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $11,312,711 | 37,605 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $12,248,787 | 34,294 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $12,019,423 | 36,128 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $9,213,387 | 24,571 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $7,188,247 | 21,973 | Shares | Defined | 2025-04-30 | |
| 2023-09-30 | $1,293,053 | 5,441 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,555,929 | 7,156 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,376,176 | 11,740 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,744,926 | 12,698 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||