Position in PMM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,396,714
+$214,161 QoQ
Shares Held
227,108
+20.4% QoQ
Ownership
0.530%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PMM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $3,126,810,510 across 416 Asset Management names. PMM ranks #283 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
218,728 | $210,352,904 | |
| 2 | BX |
Blackstone Inc.
|
1,469,080 | $168,929,509 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
5,778,813 | $95,986,083 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,288,936 | $90,493,694 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
2,361,598 | $83,695,033 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
3,183,953 | $77,656,613 | |
| 7 | ARCC |
Ares Capital Corp
|
4,038,185 | $72,768,093 | |
| 8 | PFG |
Principal Financial Group Inc
|
728,464 | $65,641,891 |
All Filings in PMM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,396,714 | 227,108 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,182,553 | 188,605 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $716,990 | 118,707 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $740,359 | 123,806 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $707,923 | 115,485 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $521,300 | 87,320 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $741,593 | 113,916 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $758,074 | 122,270 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $839,845 | 140,208 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $876,736 | 144,200 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $876,140 | 160,172 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $990,142 | 162,585 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,049,137 | 171,148 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $983,548 | 156,616 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $765,066 | 135,650 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $808,970 | 122,201 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $844,766 | 119,486 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,166,155 | 132,971 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,095,342 | 131,336 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,135,460 | 129,471 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,110,241 | 136,226 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,146,085 | 142,018 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,119,187 | 146,108 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,031,081 | 140,666 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $947,044 | 131,534 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||