LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in LPLA — LPL Financial Holdings Inc.
CIK 932974
BOSTON, MA
Position in LPLA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,506
-$307 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#695
of 761 holders
Holding Since
Jun 2021
3 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, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $5,277,638 across 6 Capital Markets names. LPLA ranks #6 (0.1% of the industry book) .
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,506 | 16 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,813 | 16 | Shares | Sole | 2026-04-13 | |
| 2021-06-30 | $1,889 | 14 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||