Pathstone Holdings, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 2011612 ENGLEWOOD, NJ

Position in LPLA

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$10,223,405

-$2,381,480 QoQ

Shares Held

33,984

-3.7% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 14.777542372881355.ToString("F0")% Shared 0.8533427495291903.ToString("F0")% None 84.36911487758945.ToString("F0")%

Financial Services · as of Mar 31, 2026

Pathstone Holdings, LLC holds $137,613,548 across 23 Capital Markets names. LPLA ranks #4 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	45,849	$38,787,794
2	MS	Morgan Stanley	176,081	$28,977,649
3	SCHW	Schwab Charles Corp	203,775	$19,150,772
4	LPLA	LPL Financial Holdings Inc. This page	33,984	$10,223,405
5	CRCL	Circle Internet Group, Inc.	90,217	$8,607,603
6	HOOD	Robinhood Markets, Inc.	70,884	$4,912,260
7	SF	Stifel Financial Corp	59,312	$4,384,341
8	IBKR	Interactive Brokers Group, Inc.	55,423	$3,717,219

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,223,405	33,984	-3.7%	Shares	Other	2026-05-11
2025-12-31	$12,604,885	35,291	+3.6%	Shares	Other	2026-02-13
2025-09-30	$11,333,749	34,067	+2.6%	Shares	Defined	2025-11-13
2025-06-30	$12,452,002	33,208	-9.8%	Shares	Other	2025-08-12
2025-03-31	$12,050,200	36,835	+0.6%	Shares	Other	2025-05-15
2024-12-31	$11,953,530	36,610	+0.8%	Shares	Defined	2025-02-14
2024-09-30	$8,452,377	36,334	-15.8%	Shares	Sole	2024-11-07
2024-06-30	$12,052,632	43,153	+2.7%	Shares	Other	2024-08-14
2024-03-31	$11,104,854	42,032	+3.6%	Shares	Other	2024-05-13
2023-12-31	$9,234,543	40,570	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.