Position in LPLA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,185,512
-$2,336,796 QoQ
Shares Held
39,710
-11.7% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
5.67%
of 13F equity value
Holder Rank
#147
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, 2026LRZ CAPITAL LLC holds $11,185,512 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
|
39,710 | $11,185,512 |
All Filings in LPLA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,185,512 | 39,710 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $13,522,308 | 44,950 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,570,750 | 40,795 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||