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Equibles

CRAWFORD INVESTMENT COUNSEL INC

Position in LPLA — LPL Financial Holdings Inc.

CIK 837592 ATLANTA, GA
Back to LPLA Full portfolio

Position in LPLA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,585,858
+$42,601 QoQ
Shares Held
5,630
+9.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#323
of 764 holders
Holding Since
Sep 2023
12 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

CRAWFORD INVESTMENT COUNSEL INC holds $113,997,222 across 6 Capital Markets names. LPLA ranks #4 (1.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SCHW
Schwab Charles Corp
 956,633 $88,268,526
2 LAZ
Lazard, Inc.
 398,595 $16,717,074
3 PIPR
Piper Sandler Companies
 77,533 $5,608,737
4 LPLA
LPL Financial Holdings Inc.
This page 		5,630 $1,585,858
5 HLI
Houlihan Lokey, Inc.
 9,596 $1,287,111
6 MS
Morgan Stanley
 2,535 $529,916

All Filings in LPLA

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,585,858 5,630
2026-03-31 $1,543,257 5,130
2025-12-31 $1,739,417 4,870
2025-09-30 $1,293,498 3,888
2025-06-30 $1,443,259 3,849
2025-03-31 $1,619,670 4,951
2024-12-31 $1,505,537 4,611
2024-09-30 $1,044,043 4,488
2024-06-30 $1,156,302 4,140
2024-03-31 $1,014,528 3,840
2023-12-31 $905,927 3,980
2023-09-30 $696,314 2,930