Financiere des Professionnels - Fonds d'investissement inc.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1996846
MONTREAL, A8
Position in LPLA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,409,454
-$335,578 QoQ
Shares Held
12,104
-2.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#250
of 761 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Financiere des Professionnels - Fonds d'investissement inc. holds $28,453,722 across 6 Capital Markets names. LPLA ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
50,759 | $10,610,660 | |
| 2 | GS |
Goldman Sachs Group Inc
|
10,120 | $10,235,064 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
12,104 | $3,409,454 | |
| 4 | SCHW |
Schwab Charles Corp
|
33,715 | $3,110,883 | |
| 5 | BGC |
BGC Group, Inc.
|
68,450 | $731,730 | |
| 6 | GOLD |
Gold.com, Inc.
|
8,554 | $355,931 |
All Filings in LPLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,409,454 | 12,104 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $3,745,032 | 12,449 | Shares | Defined | 2026-05-06 | |
| 2025-03-31 | $410,233 | 1,254 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $460,705 | 1,411 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $825,836 | 3,550 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $1,229,199 | 4,401 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $848,610 | 3,212 | Shares | Defined | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||