Position in LPLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$238,864
-$19,849 QoQ
Shares Held
848
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#553
of 761 holders
Holding Since
Dec 2025
3 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, 2026PCM Encore, LLC holds $5,856,640 across 8 Capital Markets names. LPLA ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,651 | $2,681,141 | |
| 2 | MS |
Morgan Stanley
|
6,183 | $1,292,494 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,980 | $551,774 | |
| 4 | FUTU |
Futu Holdings Ltd
|
3,715 | $348,244 | |
| 5 | EVR |
Evercore Inc.
|
911 | $311,051 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
848 | $238,864 | |
| 7 | CLSK |
Cleanspark, Inc.
|
15,487 | $225,335 | |
| 8 | XP |
XP Inc.
|
12,776 | $207,737 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,864 | 848 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $258,713 | 860 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $303,594 | 850 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||