Position in WABC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,418,062
+$181,274 QoQ
Shares Held
27,192
+5.2% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 3.38702559576346.ToString("F0")%
Shared 0.ToString("F0")%
None 96.61297440423654.ToString("F0")%
Common Shares in WABC 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. WABC ranks #76 (0.1% 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 WABC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||