CRAWFORD INVESTMENT COUNSEL INC

Position in LPLA — LPL Financial Holdings Inc.

CIK 837592 ATLANTA, GA

Position in LPLA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,543,257

-$196,160 QoQ

Shares Held

5,130

+5.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

CRAWFORD INVESTMENT COUNSEL INC holds $117,249,220 across 6 Capital Markets names. LPLA ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	986,317	$92,694,071
2	LAZ	Lazard, Inc.	385,702	$16,384,620
3	PIPR	Piper Sandler Companies	62,460	$4,781,313
4	LPLA	LPL Financial Holdings Inc. This page	5,130	$1,543,257
5	HLI	Houlihan Lokey, Inc.	9,506	$1,365,251
6	MS	Morgan Stanley	2,921	$480,708

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,543,257	5,130	+5.3%	Shares	Sole	2026-05-15
2025-12-31	$1,739,417	4,870	+25.3%	Shares	Sole	2026-02-17
2025-09-30	$1,293,498	3,888	+1.0%	Shares	Sole	2025-11-14
2025-06-30	$1,443,259	3,849	-22.3%	Shares	Sole	2025-08-14
2025-03-31	$1,619,670	4,951	+7.4%	Shares	Sole	2025-05-15
2024-12-31	$1,505,537	4,611	+2.7%	Shares	Sole	2025-02-14
2024-09-30	$1,044,043	4,488	+8.4%	Shares	Sole	2024-11-14
2024-06-30	$1,156,302	4,140	+7.8%	Shares	Sole	2024-08-14
2024-03-31	$1,014,528	3,840	-3.5%	Shares	Sole	2024-05-15
2023-12-31	$905,927	3,980	+35.8%	Shares	Sole	2024-02-14
2023-09-30	$696,314	2,930	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.