Position in LPLA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$95,207
-$4,969 QoQ
Shares Held
338
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#606
of 761 holders
Holding Since
Jun 2020
25 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, 2026CENTRAL TRUST Co holds $14,512,369 across 20 Capital Markets names. LPLA ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
27,615 | $5,772,638 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
41,426 | $3,605,718 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2,636 | $2,665,970 | |
| 4 | SCHW |
Schwab Charles Corp
|
14,059 | $1,297,223 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,985 | $399,615 | |
| 6 | EVR |
Evercore Inc.
|
737 | $251,641 | |
| 7 | IREN |
IREN Ltd
|
4,229 | $193,392 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
338 | $95,207 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,207 | 338 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $100,176 | 333 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $127,866 | 358 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $119,103 | 358 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $133,864 | 357 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $116,788 | 357 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $116,563 | 357 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $85,375 | 367 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $102,503 | 367 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $96,961 | 367 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $83,536 | 367 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $92,208 | 388 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $80,448 | 370 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $74,888 | 370 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $79,982 | 370 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $85,425 | 391 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $72,131 | 391 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $71,427 | 391 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $62,595 | 391 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $20,535 | 131 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $14,847 | 110 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $4,264 | 30 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $5,211 | 50 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,833 | 50 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $5,488 | 70 | Shares | Sole | 2020-07-14 | |
| No filing history on record for this holder in this stock. | ||||||