Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,228,824
-$438,511 QoQ
Shares Held
18,563
-1.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#210
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026US BANCORP \DE\ holds $577,498,306 across 40 Capital Markets names. LPLA ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,289,104 | $211,215,625 | |
| 2 | GS |
Goldman Sachs Group Inc
|
172,070 | $174,026,433 | |
| 3 | MS |
Morgan Stanley
|
725,143 | $151,583,890 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
56,938 | $5,709,740 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
18,563 | $5,228,824 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
45,693 | $3,977,117 | |
| 7 | EVR |
Evercore Inc.
|
11,540 | $3,940,217 | |
| 8 | SF |
Stifel Financial Corp
|
52,765 | $3,681,412 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,228,824 | 18,563 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,667,335 | 18,839 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,095,181 | 19,865 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $6,832,119 | 20,536 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,709,006 | 20,559 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $6,881,387 | 21,035 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $6,560,889 | 20,094 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $4,719,363 | 20,287 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $5,942,942 | 21,278 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $5,597,075 | 21,185 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $4,798,684 | 21,082 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $5,799,133 | 24,402 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $5,206,143 | 23,944 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $5,171,117 | 25,549 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $10,635,996 | 49,202 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,233,366 | 51,416 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $11,506,201 | 62,371 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $10,596,352 | 58,005 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $8,991,454 | 56,165 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $8,891,739 | 56,722 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $7,337,106 | 54,357 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $7,679,482 | 54,020 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $5,119,598 | 49,123 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $2,841,389 | 37,060 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $159,151 | 2,030 | 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. | ||||||