Position in MBWM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$823,058
+$94,899 QoQ
Shares Held
14,334
-0.6% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 206 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in MBWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. MBWM ranks #107 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp \De\
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in MBWM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $823,058 | 14,334 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $728,159 | 14,419 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $681,577 | 14,170 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $681,075 | 15,135 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $681,020 | 14,674 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $608,724 | 14,013 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $482,316 | 10,841 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $403,054 | 9,219 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $351,214 | 8,657 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $361,767 | 9,399 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $365,560 | 9,053 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $262,827 | 8,503 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $218,391 | 7,907 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $246,688 | 8,067 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $280,328 | 8,373 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $244,186 | 8,219 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $211,860 | 6,631 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $236,251 | 6,670 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $229,341 | 6,547 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $823,731 | 25,369 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $684,548 | 25,195 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||