FRONTIER CAPITAL MANAGEMENT CO LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 351173 Boston, MA

Position in LPLA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$305,944

+$50,708 QoQ

Shares Held

1,017

-5.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

FRONTIER CAPITAL MANAGEMENT CO LLC holds $197,718,653 across 4 Capital Markets names. LPLA ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRCL	Circle Internet Group, Inc.	1,548,150	$147,708,991
2	PWP	Perella Weinberg Partners	1,867,595	$33,915,525
3	EVR	Evercore Inc.	52,890	$15,788,193
4	LPLA	LPL Financial Holdings Inc. This page	1,017	$305,944

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$305,944	1,017	-5.3%	Shares	Sole	2026-05-15
2023-09-30	$255,236	1,074	-3.2%	Shares	Sole	2023-11-14
2023-06-30	$241,129	1,109	-0.1%	Shares	Sole	2023-08-14
2023-03-31	$224,664	1,110	-99.6%	Shares	Sole	2023-05-15
2022-12-31	$57,153,402	264,391	-60.5%	Shares	Sole	2023-02-14
2022-09-30	$146,053,661	668,499	-19.0%	Shares	Sole	2022-11-14
2022-06-30	$152,272,190	825,413	-26.0%	Shares	Sole	2022-07-20
2022-03-31	$203,795,981	1,115,590	+9.8%	Shares	Sole	2022-04-14
2021-12-31	$162,610,296	1,015,743	+1.8%	Shares	Sole	2022-01-19
2021-09-30	$156,403,057	997,723	-6.2%	Shares	Sole	2021-10-19
2021-06-30	$143,572,961	1,063,661	-18.3%	Shares	Sole	2021-08-09
2021-03-31	$185,095,163	1,302,020	+23.9%	Shares	Sole	2021-05-13
2020-12-31	$109,516,147	1,050,817	+220.1%	Shares	Sole	2021-01-19
2020-09-30	$25,165,240	328,228	-5.4%	Shares	Sole	2020-11-16
2020-06-30	$27,203,702	346,986	-60.6%	Shares	Sole	2020-07-17
2020-03-31	$47,937,045	880,710	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.