STEPH & CO

Position in LPLA — LPL Financial Holdings Inc.

CIK 941519 MARINETTE, WI

Position in LPLA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$80,560

New position

Shares Held

286

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#609

of 761 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

STEPH & CO holds $168,232 across 4 Capital Markets names. LPLA ranks #1 (47.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc. This page	286	$80,560
2	HLI	Houlihan Lokey, Inc.	234	$31,386
3	SCHW	Schwab Charles Corp	336	$31,002
4	GS	Goldman Sachs Group Inc	25	$25,284

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,560	286	—	Shares	Sole	2026-07-16
No filing history on record for this holder in this stock.