Atlantic Union Bankshares Corp
Position in LPLA — LPL Financial Holdings Inc.
CIK 883948
GLEN ALLEN, VA
Position in LPLA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$56,856
-$291 QoQ
Shares Held
189
+18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 15.343915343915343.ToString("F0")%
Shared 0.ToString("F0")%
None 84.65608465608466.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Atlantic Union Bankshares Corp holds $55,144,400 across 18 Capital Markets names. LPLA ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
44,899 | $37,984,103 | |
| 2 | SCHW |
Schwab Charles Corp
|
165,619 | $15,564,870 | |
| 3 | MS |
Morgan Stanley
|
6,594 | $1,085,172 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,959 | $135,758 | |
| 5 | MC |
Moelis & Co
|
1,856 | $105,792 | |
| 6 | BGC |
BGC Group, Inc.
|
10,149 | $99,257 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
189 | $56,856 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
402 | $38,354 |
All Filings in LPLA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,856 | 189 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $57,147 | 160 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $53,230 | 160 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $65,619 | 175 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||