Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,081,651
-$2,065,632 QoQ
Shares Held
3,840
-63.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#362
of 761 holders
Holding Since
Dec 2024
6 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, 2026ALLSTATE CORP holds $83,416,153 across 24 Capital Markets names. LPLA ranks #12 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
25,973 | $26,268,312 | |
| 2 | MS |
Morgan Stanley
|
102,906 | $21,511,469 | |
| 3 | SCHW |
Schwab Charles Corp
|
105,334 | $9,719,167 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
68,957 | $6,915,007 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
40,644 | $3,537,653 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
13,424 | $1,800,561 | |
| 7 | SNEX |
StoneX Group Inc.
|
17,626 | $1,392,493 | |
| 8 | HUT |
Hut 8 Corp.
|
11,703 | $1,351,052 |
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,081,651 | 3,840 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,147,283 | 10,462 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,134,090 | 5,975 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $984,097 | 2,958 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $1,164,945 | 3,561 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $719,628 | 2,204 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||