Position in LPLA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,163,433
-$47,280,492 QoQ
Shares Held
50,282
-75.4% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#133
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 1%
None 37%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $454,652,103 across 29 Capital Markets names. LPLA ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
156,956 | $158,740,588 | |
| 2 | MS |
Morgan Stanley
|
565,775 | $118,269,604 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,274,680 | $117,614,722 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
50,282 | $14,163,433 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
151,397 | $13,177,594 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
67,846 | $6,803,596 | |
| 7 | IREN |
IREN Ltd
|
102,943 | $4,707,582 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
53,446 | $3,183,778 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,163,433 | 50,282 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $61,443,925 | 204,248 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $73,700,243 | 206,345 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $69,747,460 | 209,647 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $78,092,000 | 208,262 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $67,222,362 | 205,485 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $62,739,875 | 192,153 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $41,419,072 | 178,047 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $47,717,845 | 170,848 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $43,382,167 | 164,202 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $29,599,475 | 130,039 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $31,258,578 | 131,532 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $26,869,780 | 123,579 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $24,095,920 | 119,051 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $11,267,427 | 52,123 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $12,056,598 | 55,184 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $8,456,008 | 45,837 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $7,571,354 | 41,446 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $5,968,794 | 37,284 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,535,821 | 35,314 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $4,360,931 | 32,308 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,959,297 | 27,851 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,640,630 | 15,742 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $552,021 | 7,200 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $515,871 | 6,580 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $363,862 | 6,685 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||