Position in LPLA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,292,911
-$650,751 QoQ
Shares Held
4,590
-29.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#350
of 761 holders
Holding Since
Mar 2020
26 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, 2026AMALGAMATED BANK holds $178,936,360 across 30 Capital Markets names. LPLA ranks #16 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
50,581 | $51,156,105 | |
| 2 | MS |
Morgan Stanley
|
203,238 | $42,484,871 | |
| 3 | SCHW |
Schwab Charles Corp
|
285,274 | $26,322,231 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
153,102 | $15,353,068 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
81,030 | $7,052,851 | |
| 6 | EVR |
Evercore Inc.
|
17,579 | $6,002,173 | |
| 7 | SF |
Stifel Financial Corp
|
67,703 | $4,723,638 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
71,849 | $3,591,013 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,292,911 | 4,590 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,943,662 | 6,461 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,561,266 | 7,171 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,490,850 | 7,487 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,654,412 | 7,079 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,921,947 | 5,875 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,848,699 | 5,662 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,301,099 | 5,593 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,404,879 | 5,030 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,936,321 | 7,329 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,286,898 | 10,047 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,485,106 | 10,457 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,979,047 | 9,102 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,490,185 | 17,244 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,028,111 | 18,634 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,002,772 | 18,321 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,850,651 | 20,873 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,371,359 | 18,455 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $2,721,369 | 16,999 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,172,979 | 20,241 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,846,053 | 21,085 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,358,054 | 9,553 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,067,942 | 10,247 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $787,170 | 10,267 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $806,736 | 10,290 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,147,057 | 21,074 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||