Position in LPLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,633
-$7,939 QoQ
Shares Held
20
-47.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#686
of 761 holders
Holding Since
Mar 2020
19 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, 2026BOKF, NA holds $63,119,048 across 14 Capital Markets names. LPLA ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
108,364 | $22,652,409 | |
| 2 | GS |
Goldman Sachs Group Inc
|
18,852 | $19,066,346 | |
| 3 | EVR |
Evercore Inc.
|
30,377 | $10,371,922 | |
| 4 | SCHW |
Schwab Charles Corp
|
63,347 | $5,845,027 | |
| 5 | OPY |
Oppenheimer Holdings Inc
|
23,850 | $2,517,129 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
10,547 | $1,414,669 | |
| 7 | TW |
Tradeweb Markets Inc.
|
5,987 | $596,664 | |
| 8 | SNEX |
StoneX Group Inc.
|
5,913 | $467,127 |
All Filings in LPLA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,633 | 20 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $13,572 | 38 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $1,499 | 4 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,308 | 4 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,306 | 4 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $465 | 2 | Shares | Sole | 2024-11-14 | |
| 2023-06-30 | $45,007 | 207 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $594,246 | 2,936 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $839,387 | 3,883 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,730,344 | 12,497 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,002,345 | 10,854 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $2,003,451 | 10,967 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,653,089 | 10,326 | Shares | Other | 2022-03-11 | |
| 2021-09-30 | $3,041,927 | 19,405 | Shares | Other | 2021-11-10 | |
| 2021-03-31 | $2,625,552 | 18,469 | Shares | Other | 2021-04-21 | |
| 2020-12-31 | $1,516,504 | 14,551 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,542,983 | 20,125 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $1,774,035 | 22,628 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $1,190,764 | 21,877 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||