Wilmington Savings Fund Society, FSB
Position in LPLA — LPL Financial Holdings Inc.
CIK 900974
WILMINGTON, DE
Position in LPLA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$49,575
-$4,574 QoQ
Shares Held
176
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#625
of 761 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Wilmington Savings Fund Society, FSB holds $11,623,800 across 12 Capital Markets names. LPLA ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
39,757 | $3,668,377 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,456 | $3,495,294 | |
| 3 | LAZ |
Lazard, Inc.
|
46,085 | $1,932,804 | |
| 4 | MS |
Morgan Stanley
|
9,198 | $1,922,749 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,745 | $375,547 | |
| 6 | SNEX |
StoneX Group Inc.
|
598 | $70,921 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
176 | $49,575 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
452 | $39,342 |
All Filings in LPLA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,575 | 176 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $54,149 | 180 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $64,289 | 180 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $78,181 | 235 | Shares | Defined | 2025-11-20 | |
| 2025-06-30 | $906,677 | 2,418 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $594,085 | 1,816 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $151,500 | 464 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $182,149 | 783 | Shares | Defined | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||