PNC FINANCIAL SERVICES GROUP, INC.
Position in LPLA — LPL Financial Holdings Inc.
CIK 713676
Pittsburgh, PA
Position in LPLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,561,312
-$128,105 QoQ
Shares Held
9,093
+1.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#276
of 762 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 1%
None 21%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $739,258,789 across 42 Capital Markets names. LPLA ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,272,593 | $475,062,837 | |
| 2 | GS |
Goldman Sachs Group Inc
|
177,133 | $179,146,999 | |
| 3 | SCHW |
Schwab Charles Corp
|
398,564 | $36,775,496 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
184,083 | $18,459,840 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
72,477 | $6,308,395 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
73,215 | $3,659,283 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
9,093 | $2,561,312 | |
| 8 | SF |
Stifel Financial Corp
|
31,640 | $2,200,748 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,561,312 | 9,093 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $2,689,417 | 8,940 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,754,492 | 7,712 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $2,343,134 | 7,043 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,428,302 | 6,476 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,325,964 | 7,110 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,598,918 | 4,897 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $927,726 | 3,988 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $995,703 | 3,565 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $871,330 | 3,298 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $575,194 | 2,527 | Shares | Defined | 2024-03-22 | |
| 2023-09-30 | $672,072 | 2,828 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $633,589 | 2,914 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $714,672 | 3,531 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $743,622 | 3,440 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $873,263 | 3,997 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $792,155 | 4,294 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $802,327 | 4,392 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $579,843 | 3,622 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $564,961 | 3,604 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $479,446 | 3,552 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $955,313 | 6,720 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $767,265 | 7,362 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $601,166 | 7,841 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $570,749 | 7,280 | Shares | Defined | 2020-08-28 | |
| 2020-03-31 | $361,959 | 6,650 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||