Skip to main content

LPL Financial LLC

Position in TFIN — Triumph Financial, Inc.

CIK 1403438 FORT MILL, SC

Position in TFIN

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$3,386,714
+$728,623 QoQ
Shares Held
44,381
-0.4% QoQ
Ownership
0.186%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 226 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in TFIN Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. TFIN ranks #41 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in TFIN

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,386,714 44,381
2026-03-31 $2,658,091 44,554
2025-12-31 $2,695,219 43,034
2025-09-30 $1,660,127 33,176
2025-06-30 $1,515,359 27,497
2025-03-31 $456,677 7,901
2024-12-31 $551,278 6,066
2024-09-30 $209,746 2,637
2021-12-31 $433,093 3,637