Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$473,504
-$32,191 QoQ
Shares Held
1,681
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#461
of 761 holders
Holding Since
Jun 2022
17 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, 2026PRUDENTIAL PLC holds $107,519,872 across 11 Capital Markets names. LPLA ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
35,590 | $35,994,658 | |
| 2 | MS |
Morgan Stanley
|
109,865 | $22,966,179 | |
| 3 | SCHW |
Schwab Charles Corp
|
218,889 | $20,196,888 | |
| 4 | FUTU |
Futu Holdings Ltd
|
115,864 | $10,861,091 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
53,915 | $5,406,596 | |
| 6 | TW |
Tradeweb Markets Inc.
|
49,871 | $4,970,143 | |
| 7 | IREN |
IREN Ltd
|
102,461 | $4,685,541 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
13,091 | $1,139,440 |
All Filings in LPLA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,504 | 1,681 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $505,695 | 1,681 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $600,402 | 1,681 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $559,251 | 1,681 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,737,655 | 7,301 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,296,849 | 7,021 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,879,717 | 5,757 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $639,034 | 2,747 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $797,960 | 2,857 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $842,005 | 3,187 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,554,189 | 6,828 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,098,449 | 8,830 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,635,172 | 21,318 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,507,650 | 22,271 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,566,161 | 25,749 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $482,622 | 2,209 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $359,182 | 1,947 | Shares | Defined | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||