Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$109,072,972
-$17,482,898 QoQ
Shares Held
387,223
-8.0% QoQ
Ownership
0.492%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#50
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,661,176,885 across 55 Capital Markets names. LPLA ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,532,973 | $1,550,402,899 | |
| 2 | MS |
Morgan Stanley
|
4,469,936 | $934,395,418 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,189,572 | $294,301,805 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,273,543 | $197,889,180 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,189,360 | $119,269,018 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
387,223 | $109,072,972 | |
| 7 | MC |
Moelis & Co
|
930,431 | $60,868,795 | |
| 8 | IREN |
IREN Ltd
|
1,290,811 | $59,028,785 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,072,972 | 387,223 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $126,555,870 | 420,689 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $173,916,072 | 486,928 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $187,508,408 | 563,613 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $225,739,438 | 602,020 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $194,924,731 | 595,845 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $164,753,025 | 504,588 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $115,901,614 | 498,223 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $140,471,978 | 502,943 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $128,442,149 | 486,155 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $108,519,882 | 476,759 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $115,106,252 | 484,352 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $93,487,941 | 429,968 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $85,882,973 | 424,323 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $93,507,357 | 432,564 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $126,232,499 | 577,776 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $106,891,768 | 579,422 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $118,650,292 | 649,498 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $74,019,210 | 462,360 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $395,162,328 | 2,520,811 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $339,417,735 | 2,514,578 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $368,573,538 | 2,592,667 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $110,471,113 | 1,059,980 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $23,047,460 | 300,606 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $24,294,512 | 309,879 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $16,954,671 | 311,495 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||