Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$45,781,447
-$3,722,231 QoQ
Shares Held
162,530
-1.2% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#75
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,258,529,030 across 34 Capital Markets names. LPLA ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,652,591 | $345,457,619 | |
| 2 | GS |
Goldman Sachs Group Inc
|
323,806 | $327,487,671 | |
| 3 | SF |
Stifel Financial Corp
|
3,886,981 | $271,194,663 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,104,683 | $101,929,097 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
628,812 | $54,731,794 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
162,530 | $45,781,447 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
207,821 | $20,840,288 | |
| 8 | CLSK |
Cleanspark, Inc.
|
839,123 | $12,209,239 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,781,447 | 162,530 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $49,503,678 | 164,557 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $64,718,843 | 181,199 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $62,155,805 | 186,828 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $74,296,179 | 198,139 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $61,259,579 | 187,258 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $53,969,162 | 165,291 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $28,574,173 | 122,831 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $40,504,921 | 145,023 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $37,447,706 | 141,740 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $22,299,247 | 97,967 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $25,612,014 | 107,772 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $23,149,118 | 106,467 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $21,629,272 | 106,864 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $24,012,162 | 111,080 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $31,548,510 | 144,400 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $26,413,106 | 143,176 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $21,811,078 | 119,395 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $17,226,644 | 107,606 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $15,886,057 | 101,340 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,890,859 | 95,502 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $12,482,074 | 87,803 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,391,337 | 13,350 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $853,950 | 11,138 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $866,790 | 11,056 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $437,617 | 8,040 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||