Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$81,968
-$35,956 QoQ
Shares Held
291
-25.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#608
of 761 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $53,636,437 across 32 Capital Markets names. LPLA ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
159,718 | $33,387,450 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
94,985 | $8,267,494 | |
| 3 | GS |
Goldman Sachs Group Inc
|
7,402 | $7,486,160 | |
| 4 | SCHW |
Schwab Charles Corp
|
24,434 | $2,254,524 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,148 | $516,241 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
9,181 | $458,865 | |
| 7 | EVR |
Evercore Inc.
|
580 | $198,034 | |
| 8 | SF |
Stifel Financial Corp
|
2,719 | $189,704 |
All Filings in LPLA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,968 | 291 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $117,924 | 392 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $159,654 | 447 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,207,331 | 3,629 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $15,440,139 | 41,177 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $13,450,360 | 41,115 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $4,848,020 | 14,848 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $34,661 | 149 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $47,760 | 171 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $51,518 | 195 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $44,385 | 195 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $46,341 | 195 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $40,876 | 188 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $38,051 | 188 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $273,887 | 1,267 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $276,814 | 1,267 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $343,686 | 1,863 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $340,332 | 1,863 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $298,247 | 1,863 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||