Position in LPLA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,237,407
-$1,392,457 QoQ
Shares Held
20,734
-2.9% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026EFG International AG holds $36,055,484 across 17 Capital Markets names. LPLA ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,485 | $6,332,233 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
This page
|
20,734 | $6,237,407 | |
| 3 | MS |
Morgan Stanley
|
33,943 | $5,585,998 | |
| 4 | PIPR |
Piper Sandler Companies
|
68,631 | $5,253,703 | |
| 5 | EVR |
Evercore Inc.
|
14,483 | $4,323,320 | |
| 6 | MC |
Moelis & Co
|
58,527 | $3,336,039 | |
| 7 | SNEX |
StoneX Group Inc.
|
12,128 | $1,467,183 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
16,010 | $1,109,492 |
All Filings in LPLA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,237,407 | 20,734 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,629,864 | 21,362 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||