Position in LPLA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,315,373
-$1,276,195 QoQ
Shares Held
11,770
-22.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#253
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FIFTH THIRD BANCORP holds $801,712,852 across 39 Capital Markets names. LPLA ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,807,355 | $377,809,489 | |
| 2 | GS |
Goldman Sachs Group Inc
|
294,697 | $298,047,704 | |
| 3 | SCHW |
Schwab Charles Corp
|
433,329 | $39,983,266 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
330,843 | $28,796,574 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
138,435 | $13,882,261 | |
| 6 | EVR |
Evercore Inc.
|
20,013 | $6,833,238 | |
| 7 | SF |
Stifel Financial Corp
|
71,063 | $4,958,065 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
34,200 | $4,587,246 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,315,373 | 11,770 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $4,591,568 | 15,263 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $124,652 | 349 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $87,830 | 264 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $160,487 | 428 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $215,258 | 658 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $14,366 | 44 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $11,166 | 48 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $160,038 | 573 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,585 | 6 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $5,918 | 26 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $28,518 | 120 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $21,308 | 98 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $18,418 | 91 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $15,131 | 70 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $11,360 | 52 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $30,992 | 168 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $11,691 | 64 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $17,449 | 109 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $26,805 | 171 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $24,971 | 185 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $36,535 | 257 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $29,702 | 285 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $215,826 | 2,815 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $269,696 | 3,440 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $4,354 | 80 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||