NATIONAL BANK OF CANADA /FI/
BankPosition in LPLA — LPL Financial Holdings Inc.
CIK 926171
MONTREAL, A8
Position in LPLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,301,642
+$74,859 QoQ
Shares Held
4,621
+13.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#349
of 761 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 64%
None 36%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NATIONAL BANK OF CANADA /FI/ holds $842,063,029 across 24 Capital Markets names. LPLA ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
338,807 | $342,659,232 | |
| 2 | MS |
Morgan Stanley
|
772,116 | $161,403,127 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,282,028 | $118,292,720 | |
| 4 | IREN |
IREN Ltd
|
2,200,000 | $100,606,000 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
749,291 | $75,138,900 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
195,125 | $16,983,679 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
265,000 | $7,255,700 | |
| 8 | SF |
Stifel Financial Corp
|
87,522 | $6,106,409 |
All Filings in LPLA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,301,642 | 4,621 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,226,783 | 4,078 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,294,740 | 3,625 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $941,844 | 2,831 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,070,432 | 18,856 | Shares | Defined | 2025-08-18 | |
| 2025-03-31 | $7,680,919 | 23,479 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $477,356 | 1,462 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $84,909 | 365 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $447,995 | 1,604 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $31,643,762 | 119,772 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,225,244 | 22,956 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $12,641,553 | 53,194 | Shares | Defined | 2023-10-10 | |
| 2023-06-30 | $3,316,894 | 15,255 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $2,317,884 | 11,452 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $6,248,393 | 28,905 | Shares | Defined | 2023-01-24 | |
| 2022-09-30 | $2,541,359 | 11,632 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $2,177,232 | 11,802 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 | $2,210,428 | 12,100 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $2,205,879 | 13,779 | Shares | Defined | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||