ABN AMRO INVESTMENT SOLUTIONS
Position in LPLA — LPL Financial Holdings Inc.
CIK 2080520
PARIS CEDEX 008, I0
Position in LPLA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,287,277
+$254,227 QoQ
Shares Held
4,570
+33.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#351
of 761 holders
Holding Since
Mar 2023
6 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, 2026ABN AMRO INVESTMENT SOLUTIONS holds $75,388,214 across 11 Capital Markets names. LPLA ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
148,712 | $31,086,755 | |
| 2 | GS |
Goldman Sachs Group Inc
|
20,524 | $20,757,357 | |
| 3 | SCHW |
Schwab Charles Corp
|
142,245 | $13,124,946 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
46,867 | $4,699,822 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
23,440 | $2,040,217 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
4,570 | $1,287,277 | |
| 7 | IREN |
IREN Ltd
|
19,093 | $873,122 | |
| 8 | TW |
Tradeweb Markets Inc.
|
6,627 | $660,446 |
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,287,277 | 4,570 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $1,033,050 | 3,434 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,105,798 | 3,096 | Shares | Defined | 2026-02-06 | |
| 2025-06-30 | $223,857 | 597 | Shares | Defined | 2025-08-08 | |
| 2024-12-31 | $252,718 | 774 | Shares | Defined | 2025-09-04 | |
| 2023-03-31 | $243,892 | 1,205 | Shares | Defined | 2025-09-05 | |
| No filing history on record for this holder in this stock. | ||||||