Position in RCS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,517,555
-$541,011 QoQ
Shares Held
283,126
-23.4% QoQ
Ownership
0.600%
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.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in RCS 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. RCS ranks #274 (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 RCS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,517,555 | 283,126 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,058,566 | 369,581 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,148,364 | 283,052 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,436,582 | 637,440 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,747,000 | 919,520 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,448,220 | 1,239,924 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,257,737 | 1,073,828 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,876,731 | 785,303 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,542,366 | 745,873 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,691,978 | 771,707 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,415,461 | 643,213 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,809,591 | 540,306 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,880,381 | 541,425 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,591,696 | 524,635 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,648,612 | 558,779 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,854,937 | 556,518 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,278,523 | 557,572 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,731,485 | 549,556 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,115,937 | 441,977 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $362,060 | 47,577 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $317,418 | 43,304 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $495,709 | 71,531 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,304,863 | 359,013 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,573,180 | 403,953 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,372,765 | 392,842 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||