Bank of Jackson Hole Trust
BankPosition in LPLA — LPL Financial Holdings Inc.
CIK 2040900
JACKSON, WY
Position in LPLA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$37,002
+$3,786 QoQ
Shares Held
123
+32.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Bank of Jackson Hole Trust holds $2,102,015 across 7 Capital Markets names. LPLA ranks #3 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
6,928 | $1,140,140 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,048 | $886,597 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
123 | $37,002 | |
| 4 | FIGR |
Figure Technology Solutions, Inc.
|
617 | $20,947 | |
| 5 | PJT |
PJT Partners Inc.
|
70 | $9,780 | |
| 6 | IREN |
IREN Ltd
|
200 | $6,856 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
10 | $693 |
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,002 | 123 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $33,216 | 93 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $26,947 | 81 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $22,123 | 59 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $20,936 | 64 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||