Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$232,104
New position
Shares Held
824
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#557
of 761 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026StoneX Group Inc. holds $10,564,900 across 13 Capital Markets names. LPLA ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22,011 | $4,601,179 | |
| 2 | IREN |
IREN Ltd
|
50,638 | $2,315,675 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,455 | $1,471,543 | |
| 4 | SCHW |
Schwab Charles Corp
|
10,091 | $931,096 | |
| 5 | GOLD |
Gold.com, Inc.
|
6,418 | $267,052 | |
| 6 | EVR |
Evercore Inc.
|
721 | $246,178 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
824 | $232,104 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
2,516 | $218,992 |
All Filings in LPLA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,104 | 824 | Shares | Defined | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||