Position in WABC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,570,009
+$151,947 QoQ
Shares Held
26,760
-1.6% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 212 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in WABC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. WABC ranks #79 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp \De\
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in WABC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,570,009 | 26,760 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,418,062 | 27,192 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,236,788 | 25,858 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,127,824 | 22,561 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $642,023 | 13,254 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $697,732 | 13,781 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $695,934 | 13,266 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $648,637 | 13,125 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $554,843 | 11,433 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $531,716 | 10,878 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $586,833 | 10,403 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $432,370 | 9,997 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $364,539 | 9,518 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,289,528 | 29,109 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $653,358 | 11,072 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $307,883 | 5,888 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $318,263 | 5,718 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $304,678 | 5,036 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $361,447 | 6,261 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $361,414 | 6,424 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $329,958 | 5,686 | Shares | Sole | 2021-08-13 | |
| 2020-09-30 | $245,444 | 4,516 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $256,667 | 4,470 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $298,367 | 5,076 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||