Cullen/Frost Bankers, Inc.
BankPosition in LPLA — LPL Financial Holdings Inc.
CIK 39263
San Antonio, TX
Position in LPLA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,380
-$5,043 QoQ
Shares Held
12
-57.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#706
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cullen/Frost Bankers, Inc. holds $21,072,836 across 15 Capital Markets names. LPLA ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
15,301 | $15,474,972 | |
| 2 | MS |
Morgan Stanley
|
18,481 | $3,863,268 | |
| 3 | SCHW |
Schwab Charles Corp
|
14,818 | $1,367,256 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,256 | $125,951 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,188 | $103,403 | |
| 6 | SNEX |
StoneX Group Inc.
|
798 | $63,042 | |
| 7 | EVR |
Evercore Inc.
|
170 | $58,044 | |
| 8 | TIGR |
UP Fintech Holding Ltd
|
2,000 | $8,800 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,380 | 12 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $8,423 | 28 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $52,861 | 148 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $49,238 | 148 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $112,865 | 301 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $89,636 | 274 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $494,336 | 1,514 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $372,208 | 1,600 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $449,393 | 1,609 | Shares | Defined | 2024-08-05 | |
| 2024-03-31 | $422,720 | 1,600 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $370,565 | 1,628 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $380,240 | 1,600 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $347,888 | 1,600 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $607,200 | 3,000 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $648,510 | 3,000 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $589,896 | 2,700 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $498,096 | 2,700 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $493,236 | 2,700 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $432,243 | 2,700 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $423,252 | 2,700 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $364,446 | 2,700 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $383,832 | 2,700 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $281,394 | 2,700 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $207,009 | 2,700 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $211,680 | 2,700 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $146,961 | 2,700 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||