Position in LPLA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,085,840
-$134,284 QoQ
Shares Held
7,405
+0.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#296
of 761 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HM PAYSON & CO holds $20,658,625 across 16 Capital Markets names. LPLA ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
72,349 | $15,123,834 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
This page
|
7,405 | $2,085,840 | |
| 3 | SCHW |
Schwab Charles Corp
|
18,394 | $1,697,213 | |
| 4 | GS |
Goldman Sachs Group Inc
|
505 | $510,741 | |
| 5 | SNEX |
StoneX Group Inc.
|
4,050 | $319,950 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
3,605 | $313,778 | |
| 7 | CLSK |
Cleanspark, Inc.
|
17,703 | $257,578 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
1,176 | $117,928 |
All Filings in LPLA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,085,840 | 7,405 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,220,124 | 7,380 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,698,418 | 7,555 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,546,741 | 7,655 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,835,148 | 7,561 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $2,497,713 | 7,635 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,550,695 | 7,812 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,977,587 | 8,501 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $57,947,767 | 207,475 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $51,552,817 | 195,128 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $21,655,994 | 95,141 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $54,405,927 | 228,933 | Shares | Sole | 2023-11-06 | |
| 2022-09-30 | $10,924 | 50 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $9,224 | 50 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||