Position in LPLA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$200,351
-$34,666 QoQ
Shares Held
666
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026PCB Capital LLC holds $450,898 across 1 Capital Markets name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,157 | $450,898 |
All Filings in LPLA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,351 | 666 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $235,017 | 658 | Shares | Defined | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||