STANCE CAPITAL LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 2056334 BOSTON, MA

Position in LPLA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,701,910

New position

Shares Held

6,042

first reported quarter

Ownership

0.008%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#315

of 761 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

STANCE CAPITAL LLC holds $5,278,051 across 4 Capital Markets names. LPLA ranks #3 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	19,656	$1,813,659
2	TW	Tradeweb Markets Inc.	17,283	$1,722,423
3	LPLA	LPL Financial Holdings Inc. This page	6,042	$1,701,910
4	IREN	IREN Ltd	876	$40,059

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,701,910	6,042	—	Shares	Defined	2026-08-14
No filing history on record for this holder in this stock.