M&T Bank Corp

Bank

Position in LPLA — LPL Financial Holdings Inc.

CIK 36270 BUFFALO, NY

Position in LPLA

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,360,792

-$121,996 QoQ

Shares Held

4,831

-2.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#343

of 762 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 59% Shared 0% None 41%

Financial Services · as of Jun 30, 2026

M&T Bank Corp holds $233,961,194 across 26 Capital Markets names. LPLA ranks #8 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	786,515	$164,413,087
2	GS	Goldman Sachs Group Inc	29,511	$29,846,537
3	SCHW	Schwab Charles Corp	191,686	$17,686,862
4	HOOD	Robinhood Markets, Inc.	52,432	$5,257,877
5	IBKR	Interactive Brokers Group, Inc.	29,882	$2,600,925
6	BGC	BGC Group, Inc.	185,795	$1,986,147
7	LAZ	Lazard, Inc.	41,592	$1,744,365
8	LPLA	LPL Financial Holdings Inc. This page	4,831	$1,360,792

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,360,792	4,831	-2.0%	Shares	Defined	2026-08-04
2026-03-31	$1,482,788	4,929	+0.2%	Shares	Defined	2026-05-12
2025-12-31	$1,756,200	4,917	+20.9%	Shares	Defined	2026-01-30
2025-09-30	$1,353,047	4,067	-15.1%	Shares	Defined	2025-11-14
2025-06-30	$1,795,352	4,788	+1.8%	Shares	Defined	2025-08-13
2025-03-31	$1,539,189	4,705	-0.1%	Shares	Defined	2025-04-30
2024-12-31	$1,537,206	4,708	+6.3%	Shares	Defined	2025-02-06
2024-09-30	$1,029,849	4,427	+0.3%	Shares	Defined	2024-11-19
2024-06-30	$1,233,104	4,415	+4.9%	Shares	Defined	2024-07-31
2024-03-31	$1,111,487	4,207	-0.8%	Shares	Defined	2024-05-07
2023-12-31	$965,103	4,240	-14.9%	Shares	Defined	2024-02-06
2023-09-30	$1,183,731	4,981	+0.7%	Shares	Defined	2023-11-02
2023-06-30	$1,075,622	4,947	-1.7%	Shares	Defined	2023-08-09
2023-03-31	$1,018,273	5,031	+4.6%	Shares	Defined	2023-05-11
2022-12-31	$1,040,206	4,812	-1.1%	Shares	Defined	2023-02-13
2022-09-30	$1,062,685	4,864	-1.6%	Shares	Defined	2022-11-17
2022-06-30	$912,067	4,944	+22.3%	Shares	Defined	2022-08-05
2022-03-31	$738,573	4,043	+93.9%	Shares	Defined	2022-05-09
2021-12-31	$333,785	2,085	+3.0%	Shares	Defined	2022-02-07
2021-09-30	$317,281	2,024	-9.8%	Shares	Defined	2021-10-28
2021-06-30	$302,758	2,243	+0.4%	Shares	Defined	2021-08-13
2021-03-31	$317,725	2,235	-42.4%	Shares	Defined	2021-05-06
2020-12-31	$404,163	3,878	-12.6%	Shares	Defined	2021-02-12
2020-09-30	$340,336	4,439	+33.2%	Shares	Defined	2020-11-06
2020-06-30	$261,306	3,333	—	Shares	Defined	2020-07-29
No filing history on record for this holder in this stock.