CITIGROUP INC

Position in LPLA — LPL Financial Holdings Inc.

CIK 831001 NEW YORK, NY

Back to LPLA Full portfolio

Position in LPLA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$18,421,026

-$20,264,808 QoQ

Shares Held

65,397

-49.1% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#120

of 761 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LPLA Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

CITIGROUP INC holds $3,282,506,628 across 53 Capital Markets names. LPLA ranks #11 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,051,430	$1,063,384,758
2	IREN	IREN Ltd	11,470,290	$524,536,360
3	MS	Morgan Stanley	2,335,296	$488,170,274
4	FUTU	Futu Holdings Ltd	3,679,236	$344,891,581
5	HOOD	Robinhood Markets, Inc.	2,304,798	$231,125,142
6	SCHW	Schwab Charles Corp	2,152,238	$198,586,998
7	CRCL	Circle Internet Group, Inc.	1,671,639	$104,694,749
8	IBKR	Interactive Brokers Group, Inc.	629,870	$54,823,883

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	$18,421,026	65,397	-49.1%	Shares	Defined	2026-08-03
2026-03-31	$38,685,834	128,597	+29.7%	Shares	Defined	2026-05-11
2025-12-31	$35,415,547	99,156	-30.6%	Shares	Defined	2026-02-13
2025-09-30	$47,503,139	142,785	+177.3%	Shares	Defined	2025-11-10
2025-06-30	$19,304,953	51,484	+10.4%	Shares	Defined	2025-08-11
2025-03-31	$15,262,061	46,653	+61.2%	Shares	Defined	2025-05-12
2024-12-31	$9,446,910	28,933	-22.4%	Shares	Defined	2025-02-12
2024-09-30	$8,674,538	37,289	-29.3%	Shares	Defined	2024-11-12
2024-06-30	$14,730,839	52,742	-2.3%	Shares	Defined	2024-08-12
2024-03-31	$14,264,421	53,991	-16.2%	Shares	Defined	2024-05-10
2023-12-31	$14,663,960	64,423	-1.3%	Shares	Defined	2024-02-09
2023-09-30	$15,511,888	65,272	-15.8%	Shares	Defined	2023-12-06
2023-06-30	$16,853,213	77,511	+14.4%	Shares	Defined	2023-08-10
2023-03-31	$13,711,990	67,747	-9.2%	Shares	Defined	2023-05-11
2022-12-31	$16,121,524	74,578	+41.2%	Shares	Defined	2023-02-09
2022-09-30	$11,535,740	52,800	-23.0%	Shares	Defined	2022-11-10
2022-06-30	$12,655,141	68,599	+120.7%	Shares	Defined	2022-08-10
2022-03-31	$5,677,328	31,078	-24.2%	Shares	Defined	2022-05-12
2021-12-31	$6,560,967	40,983	-0.3%	Shares	Defined	2022-02-10
2021-09-30	$6,443,461	41,104	-20.7%	Shares	Defined	2021-11-10
2021-06-30	$7,000,736	51,865	-6.5%	Shares	Defined	2021-08-10
2021-03-31	$7,888,315	55,489	+71.6%	Shares	Defined	2021-05-13
2020-12-31	$3,370,785	32,343	-33.8%	Shares	Defined	2021-02-11
2020-09-30	$3,747,935	48,884	-25.8%	Shares	Defined	2020-11-12
2020-06-30	$5,165,461	65,886	+19.4%	Shares	Defined	2020-08-12
2020-03-31	$3,003,881	55,188	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.