TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA
Position in LPLA — LPL Financial Holdings Inc.
CIK 2071170
WARSAW, R9
Position in LPLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$33,801
-$2,298 QoQ
Shares Held
120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#632
of 761 holders
Holding Since
Dec 2024
7 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, 2026TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA holds $1,825,567 across 8 Capital Markets names. LPLA ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
741 | $749,425 | |
| 2 | MS |
Morgan Stanley
|
3,255 | $680,425 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,974 | $182,140 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,170 | $117,327 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
120 | $33,801 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
385 | $33,510 | |
| 7 | IREN |
IREN Ltd
|
400 | $18,292 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
170 | $10,647 |
All Filings in LPLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,801 | 120 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $36,099 | 120 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $42,860 | 120 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $39,922 | 120 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $44,996 | 120 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,264 | 65 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $21,223 | 65 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||