US BANCORP \DE\

Bank

Position in LPLA — LPL Financial Holdings Inc.

CIK 36104 MINNEAPOLIS, MN

Position in LPLA

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

Position Value

$5,667,335

-$1,427,846 QoQ

Shares Held

18,839

-5.2% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 73.68756303413132.ToString("F0")% Shared 0.ToString("F0")% None 26.312436965868674.ToString("F0")%

Financial Services · as of Mar 31, 2026

US BANCORP \DE\ holds $513,754,258 across 41 Capital Markets names. LPLA ranks #4 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	2,289,327	$215,150,950
2	GS	Goldman Sachs Group Inc	171,624	$145,192,185
3	MS	Morgan Stanley	719,372	$118,387,048
4	LPLA	LPL Financial Holdings Inc. This page	18,839	$5,667,335
5	SF	Stifel Financial Corp	56,286	$4,160,660
6	EVR	Evercore Inc.	12,402	$3,702,119
7	HOOD	Robinhood Markets, Inc.	47,250	$3,274,423
8	IBKR	Interactive Brokers Group, Inc.	44,966	$3,015,867

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,667,335	18,839	-5.2%	Shares	Defined	2026-05-15
2025-12-31	$7,095,181	19,865	-3.3%	Shares	Defined	2026-01-30
2025-09-30	$6,832,119	20,536	-0.1%	Shares	Defined	2025-11-12
2025-06-30	$7,709,006	20,559	-2.3%	Shares	Defined	2025-07-24
2025-03-31	$6,881,387	21,035	+4.7%	Shares	Defined	2025-05-08
2024-12-31	$6,560,889	20,094	-1.0%	Shares	Defined	2025-02-05
2024-09-30	$4,719,363	20,287	-4.7%	Shares	Defined	2024-10-28
2024-06-30	$5,942,942	21,278	+0.4%	Shares	Defined	2024-08-07
2024-03-31	$5,597,075	21,185	+0.5%	Shares	Defined	2024-05-08
2023-12-31	$4,798,684	21,082	-13.6%	Shares	Defined	2024-02-09
2023-09-30	$5,799,133	24,402	+1.9%	Shares	Defined	2023-11-03
2023-06-30	$5,206,143	23,944	-6.3%	Shares	Defined	2023-08-10
2023-03-31	$5,171,117	25,549	-48.1%	Shares	Defined	2023-05-09
2022-12-31	$10,635,996	49,202	-4.3%	Shares	Defined	2023-02-13
2022-09-30	$11,233,366	51,416	-17.6%	Shares	Defined	2022-10-27
2022-06-30	$11,506,201	62,371	+7.5%	Shares	Defined	2022-08-01
2022-03-31	$10,596,352	58,005	+3.3%	Shares	Defined	2022-05-11
2021-12-31	$8,991,454	56,165	-1.0%	Shares	Defined	2022-02-11
2021-09-30	$8,891,739	56,722	+4.4%	Shares	Defined	2021-11-10
2021-06-30	$7,337,106	54,357	+0.6%	Shares	Defined	2021-08-05
2021-03-31	$7,679,482	54,020	+10.0%	Shares	Defined	2021-04-28
2020-12-31	$5,119,598	49,123	+32.5%	Shares	Defined	2021-02-04
2020-09-30	$2,841,389	37,060	+1725.6%	Shares	Defined	2020-11-10
2020-06-30	$159,151	2,030	+81.2%	Shares	Defined	2020-08-07
2020-03-31	$60,961	1,120	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.