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LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,274 positions · $113,470,930,472 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in SEIC

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $13,089,973 166,815
2025-12-31 $12,149,048 148,123
2025-09-30 $9,550,291 112,555
2025-06-30 $8,901,082 99,055
2025-03-31 $7,254,911 93,455
2024-12-31 $7,271,766 88,164
2024-09-30 $5,435,358 78,557
2024-06-30 $4,856,019 75,066
2024-03-31 $4,736,556 65,877
2023-12-31 $4,547,066 71,551
2023-09-30 $3,744,860 62,176
2023-06-30 $2,829,207 47,454
2023-03-31 $2,507,108 43,564
2022-12-31 $2,659,237 45,613
2022-09-30 $2,243,890 45,747
2022-06-30 $2,537,859 46,980
2022-03-31 $3,117,854 51,783
2021-12-31 $3,173,145 52,070
2021-09-30 $2,987,059 50,372
2021-06-30 $2,749,732 44,372
2021-03-31 $3,635,814 59,672
2020-12-31 $3,696,757 64,325
2020-09-30 $3,022,100 59,584
2020-06-30 $3,274,718 59,562
2020-03-31 $2,569,460 55,448