Position in NTB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,142,995
+$704,939 QoQ
Shares Held
19,210
+40.4% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#105
of 252 holders
Holding Since
Jun 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,168,563,491 across 19 Banks - Diversified names. NTB ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,252,268 | $1,719,224,884 | |
| 2 | BAC |
Bank Of America Corp /De/
|
8,977,596 | $511,543,420 | |
| 3 | C |
Citigroup Inc
|
2,322,820 | $325,101,887 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,839,414 | $234,649,172 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
880,250 | $127,292,952 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
370,766 | $35,256,138 | |
| 7 | RY |
Royal Bank Of Canada
|
159,886 | $33,091,605 | |
| 8 | TD |
Toronto Dominion Bank
|
225,580 | $27,392,179 |
All Filings in NTB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,142,995 | 19,210 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $438,056 | 13,685 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $282,092 | 10,417 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $277,238 | 10,133 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||