Position in LPLA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,518,992
-$101,155 QoQ
Shares Held
16,043
+4.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#223
of 761 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Eurizon Capital SGR S.p.A. holds $364,270,780 across 22 Capital Markets names. LPLA ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,190,383 | $248,837,662 | |
| 2 | GS |
Goldman Sachs Group Inc
|
52,549 | $53,146,482 | |
| 3 | SCHW |
Schwab Charles Corp
|
327,084 | $30,180,040 | |
| 4 | FIGR |
Figure Technology Solutions, Inc.
|
337,417 | $10,362,076 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
80,792 | $8,101,821 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
16,043 | $4,518,992 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
41,660 | $3,626,086 | |
| 8 | XP |
XP Inc.
|
87,118 | $1,416,538 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,518,992 | 16,043 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $4,620,147 | 15,358 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $5,527,205 | 15,475 | Shares | Other | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||