Position in LPLA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$215,485
-$14,649 QoQ
Shares Held
765
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#565
of 761 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CIGNA INVESTMENTS INC /NEW holds $7,741,396 across 6 Capital Markets names. LPLA ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,738 | $2,769,131 | |
| 2 | MS |
Morgan Stanley
|
10,716 | $2,240,072 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,538 | $1,433,691 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
7,243 | $726,328 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
4,098 | $356,689 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
765 | $215,485 |
All Filings in LPLA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,485 | 765 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $230,134 | 765 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $280,735 | 786 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $261,494 | 786 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $294,726 | 786 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $244,046 | 746 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $243,576 | 746 | Shares | Defined | 2025-01-29 | |
| 2024-06-30 | $218,412 | 782 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $211,095 | 799 | Shares | Defined | 2024-04-23 | |
| 2023-09-30 | $206,280 | 868 | Shares | Defined | 2023-10-23 | |
| No filing history on record for this holder in this stock. | ||||||