TRILLIUM ASSET MANAGEMENT, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 884541 BOSTON, MA

Back to LPLA Full portfolio

Position in LPLA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$20,215,328

-$1,623,425 QoQ

Shares Held

71,767

-1.1% QoQ

Ownership

0.091%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#113

of 761 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in LPLA Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

TRILLIUM ASSET MANAGEMENT, LLC holds $25,479,700 across 4 Capital Markets names. LPLA ranks #1 (79.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc. This page	71,767	$20,215,328
2	SF	Stifel Financial Corp	66,790	$4,659,938
3	SCHW	Schwab Charles Corp	4,292	$396,022
4	MS	Morgan Stanley	997	$208,412

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	$20,215,328	71,767	-1.1%	Shares	Defined	2026-08-11
2026-03-31	$21,838,753	72,595	-2.3%	Shares	Defined	2026-05-11
2025-12-31	$26,530,587	74,280	+17.3%	Shares	Defined	2026-02-13
2025-09-30	$21,070,921	63,335	-1.6%	Shares	Defined	2025-11-14
2025-06-30	$24,128,194	64,347	-3.4%	Shares	Defined	2025-08-06
2025-03-31	$21,794,393	66,621	-2.6%	Shares	Defined	2025-05-13
2024-12-31	$22,325,447	68,376	-2.8%	Shares	Defined	2025-02-11
2024-09-30	$16,356,215	70,310	-59.6%	Shares	Defined	2024-11-07
2024-06-30	$48,598,758	174,002	-5.8%	Shares	Defined	2024-08-08
2024-03-31	$48,790,342	184,672	-2.6%	Shares	Other	2024-05-09
2023-12-31	$43,144,460	189,546	+1.7%	Shares	Defined	2024-02-08
2023-09-30	$44,305,564	186,432	+7.4%	Shares	Other	2023-11-08
2023-06-30	$37,749,326	173,616	+7.3%	Shares	Defined	2023-08-10
2023-03-31	$32,748,320	161,800	-0.9%	Shares	Defined	2023-05-09
2022-12-31	$35,284,132	163,224	-11.0%	Shares	Defined	2023-02-08
2022-09-30	$40,065,299	183,382	-1.8%	Shares	Defined	2022-11-09
2022-06-30	$34,452,193	186,753	-6.3%	Shares	Defined	2022-08-08
2022-03-31	$36,425,661	199,396	-10.3%	Shares	Defined	2022-05-04
2021-12-31	$35,606,257	222,414	+4.4%	Shares	Defined	2022-02-08
2021-09-30	$33,411,356	213,137	+26.1%	Shares	Defined	2021-11-12
2021-06-30	$22,821,338	169,072	+78.4%	Shares	Defined	2021-11-12
2021-03-31	$13,476,057	94,795	+234.1%	Shares	Defined	2021-05-10
2020-12-31	$2,957,346	28,376	+2.5%	Shares	Defined	2021-02-12
2020-09-30	$2,123,298	27,694	-29.6%	Shares	Sole	2020-11-09
2020-06-30	$3,083,315	39,328	-1.3%	Shares	Sole	2020-08-06
2020-03-31	$2,169,089	39,851	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.