Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$856,306
-$156,287 QoQ
Shares Held
3,040
-9.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#386
of 761 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Fiduciary Trust Co holds $103,494,773 across 10 Capital Markets names. LPLA ranks #3 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
344,567 | $72,028,284 | |
| 2 | GS |
Goldman Sachs Group Inc
|
26,787 | $27,091,567 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
3,040 | $856,306 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
8,904 | $775,003 | |
| 5 | SF |
Stifel Financial Corp
|
8,198 | $571,974 | |
| 6 | SCHW |
Schwab Charles Corp
|
5,786 | $533,873 | |
| 7 | TW |
Tradeweb Markets Inc.
|
5,156 | $513,846 | |
| 8 | PJT |
PJT Partners Inc.
|
2,865 | $432,443 |
All Filings in LPLA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $856,306 | 3,040 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,012,593 | 3,366 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,357,603 | 3,801 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,172,065 | 3,523 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,246,775 | 3,325 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $796,912 | 2,436 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $607,307 | 1,860 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $403,147 | 1,733 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $565,861 | 2,026 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $379,919 | 1,438 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||