Position in LPLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$323,932
-$22,022 QoQ
Shares Held
1,150
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#508
of 761 holders
Holding Since
Mar 2020
25 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, 2026PANAGORA ASSET MANAGEMENT INC holds $335,104,316 across 15 Capital Markets names. LPLA ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
945,321 | $82,280,739 | |
| 2 | SCHW |
Schwab Charles Corp
|
639,468 | $59,003,712 | |
| 3 | TW |
Tradeweb Markets Inc.
|
344,567 | $34,339,547 | |
| 4 | ETOR |
eToro Group Ltd.
|
798,253 | $31,507,045 | |
| 5 | MS |
Morgan Stanley
|
148,130 | $30,965,095 | |
| 6 | GS |
Goldman Sachs Group Inc
|
29,721 | $30,058,927 | |
| 7 | BGC |
BGC Group, Inc.
|
2,320,440 | $24,805,503 | |
| 8 | SF |
Stifel Financial Corp
|
333,795 | $23,288,877 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,932 | 1,150 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $345,954 | 1,150 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $410,745 | 1,150 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $382,593 | 1,150 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $431,215 | 1,150 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $383,408 | 1,172 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $467,562 | 1,432 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $561,336 | 2,413 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $29,447,716 | 105,434 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $45,317,169 | 171,526 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $39,028,863 | 171,465 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $58,112,079 | 244,528 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $15,760,196 | 72,484 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,331,535 | 36,223 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,802,439 | 36,094 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,589,995 | 34,740 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $223,589 | 1,212 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $213,004 | 1,166 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $27,428,924 | 174,974 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $24,426,385 | 180,963 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $39,730,450 | 279,477 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $28,651,537 | 274,914 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $20,153,322 | 262,858 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $20,183,452 | 257,442 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $13,861,252 | 254,662 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||