BANK OF AMERICA CORP /DE/

Bank

Position in LPLA — LPL Financial Holdings Inc.

CIK 70858 CHARLOTTE, NC

Back to LPLA Full portfolio

Position in LPLA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$229,755,952

-$11,939,289 QoQ

Shares Held

815,663

+1.5% QoQ

Ownership

1.04%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#27

of 761 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Common Shares in LPLA Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

BANK OF AMERICA CORP /DE/ holds $15,600,707,082 across 48 Capital Markets names. LPLA ranks #8 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,680,811	$6,756,771,817
2	MS	Morgan Stanley	16,651,161	$3,480,758,693
3	SCHW	Schwab Charles Corp	15,993,144	$1,475,687,393
4	HOOD	Robinhood Markets, Inc.	6,640,064	$665,865,613
5	IREN	IREN Ltd	14,211,325	$649,883,890
6	IBKR	Interactive Brokers Group, Inc.	5,954,055	$518,240,943
7	FUTU	Futu Holdings Ltd	3,044,995	$285,437,828
8	LPLA	LPL Financial Holdings Inc. This page	815,663	$229,755,952

All Filings in LPLA

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,755,952	815,663	+1.5%	Shares	Defined	2026-08-14
2026-03-31	$241,695,241	803,428	+0.9%	Shares	Defined	2026-05-18
2025-12-31	$284,368,393	796,171	-9.3%	Shares	Defined	2026-02-17
2025-09-30	$292,112,462	878,032	-8.7%	Shares	Defined	2026-02-03
2025-06-30	$360,749,634	962,076	+4.2%	Shares	Defined	2025-08-14
2025-03-31	$302,175,943	923,690	+174.0%	Shares	Defined	2025-05-15
2024-12-31	$110,053,131	337,059	-5.0%	Shares	Defined	2025-02-14
2024-09-30	$82,513,857	354,700	-39.1%	Shares	Defined	2024-11-14
2024-06-30	$162,558,740	582,022	+1.7%	Shares	Defined	2024-08-14
2024-03-31	$151,156,743	572,130	+4.8%	Shares	Defined	2024-05-15
2023-12-31	$124,298,272	546,078	-20.7%	Shares	Defined	2024-02-14
2023-09-30	$163,726,111	688,938	+8.6%	Shares	Defined	2023-11-14
2023-06-30	$137,958,027	634,494	+47.6%	Shares	Defined	2023-08-14
2023-03-31	$86,983,420	429,760	+3.6%	Shares	Defined	2023-05-12
2022-12-31	$89,690,657	414,908	-1.6%	Shares	Defined	2023-02-10
2022-09-30	$92,105,265	421,573	-7.7%	Shares	Defined	2022-11-14
2022-06-30	$84,279,500	456,849	-12.5%	Shares	Defined	2022-08-12
2022-03-31	$95,388,735	522,163	+14.1%	Shares	Defined	2022-05-16
2021-12-31	$73,252,536	457,571	+6.6%	Shares	Defined	2022-02-08
2021-09-30	$67,278,253	429,180	+0.1%	Shares	Defined	2021-11-15
2021-06-30	$57,895,213	428,917	-5.1%	Shares	Defined	2021-09-13
2021-03-31	$64,263,993	452,054	+13.6%	Shares	Defined	2021-05-14
2020-12-31	$41,467,050	397,880	+3.5%	Shares	Defined	2021-02-10
2020-09-30	$29,483,597	384,552	-13.3%	Shares	Defined	2020-11-13
2020-06-30	$34,786,705	443,708	-1.6%	Shares	Defined	2020-08-14
2020-03-31	$24,551,410	451,064	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.