Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,548,634
+$5,538,010 QoQ
Shares Held
37,449
+124.8% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#151
of 761 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KR Capital LP holds $10,548,634 across 1 Capital Markets name. LPLA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
37,449 | $10,548,634 |
All Filings in LPLA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,548,634 | 37,449 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,010,624 | 16,656 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||