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LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,278 positions · $113,265,928,518 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in TRMK

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,180,618 51,747
2025-12-31 $2,331,897 59,869
2025-09-30 $2,586,117 65,306
2025-06-30 $2,695,743 73,937
2025-03-31 $2,235,020 64,802
2024-12-31 $2,277,368 64,387
2024-09-30 $1,638,634 51,497
2024-06-30 $1,515,788 50,459
2024-03-31 $1,412,105 50,235
2023-12-31 $1,782,702 63,942
2023-09-30 $839,647 38,640
2023-06-30 $434,438 20,570
2023-03-31 $526,604 21,320
2022-12-31 $723,614 20,728
2022-09-30 $605,065 19,754
2022-06-30 $605,780 20,753
2022-03-31 $595,522 19,596
2021-12-31 $671,045 20,673
2021-09-30 $1,091,001 33,861
2021-06-30 $1,204,896 39,120
2021-03-31 $995,292 29,569
2020-12-31 $828,995 30,355
2020-09-30 $652,384 30,471
2020-06-30 $230,904 9,417
2020-03-31 $238,685 10,244