Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,573,464
+$1,083,112 QoQ
Shares Held
5,586
+242.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#324
of 761 holders
Holding Since
Dec 2025
3 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, 2026Storgate, LLC holds $3,051,887 across 6 Capital Markets names. LPLA ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
5,586 | $1,573,464 | |
| 2 | SCHW |
Schwab Charles Corp
|
4,264 | $393,439 | |
| 3 | SF |
Stifel Financial Corp
|
4,274 | $298,196 | |
| 4 | MS |
Morgan Stanley
|
1,414 | $295,582 | |
| 5 | EVR |
Evercore Inc.
|
784 | $267,688 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
2,568 | $223,518 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,573,464 | 5,586 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $490,352 | 1,630 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $521,825 | 1,461 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||