Position in SHG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,823,295
+$718,533 QoQ
Shares Held
46,042
+17.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 16.85417662134573.ToString("F0")%
Shared 0.ToString("F0")%
None 83.14582337865427.ToString("F0")%
Common Shares in SHG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $1,138,363,577 across 166 Banks - Regional names. SHG ranks #48 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
4,940,887 | $227,132,575 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
940,439 | $195,695,951 | |
| 3 | USB |
US Bancorp De
|
3,087,669 | $160,589,664 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
2,838,548 | $44,423,276 | |
| 5 | FITB |
Fifth Third Bancorp
|
831,223 | $38,618,620 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
546,926 | $32,799,152 | |
| 7 | RF |
Regions Financial Corp
|
1,247,350 | $32,580,782 | |
| 8 | MTB |
M&T Bank Corp
|
134,213 | $27,744,511 |
All Filings in SHG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,823,295 | 46,042 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,104,762 | 39,246 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,882,125 | 37,366 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $780,800 | 17,282 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $351,725 | 10,964 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $320,580 | 9,750 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $331,629 | 7,827 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $256,166 | 7,359 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $226,923 | 6,394 | Shares | Sole | 2024-05-10 | |
| 2022-09-30 | $204,309 | 8,883 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $274,204 | 9,601 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $617,084 | 18,459 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $783,290 | 25,341 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $594,410 | 17,654 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $624,507 | 17,420 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||