Position in WAL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$6,716,084
-$3,869,926 QoQ
Shares Held
94,793
-24.7% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 7.085966263331681.ToString("F0")%
Shared 0.ToString("F0")%
None 92.91403373666832.ToString("F0")%
Common Shares in WAL 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. WAL ranks #22 (0.6% 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 WAL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,716,084 | 94,793 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,586,010 | 125,919 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,829,333 | 124,877 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,130,537 | 129,912 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,319,498 | 134,316 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,222,152 | 146,303 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $11,767,656 | 136,058 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,509,063 | 151,370 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $10,961,020 | 170,759 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,760,727 | 133,162 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,988,328 | 130,266 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,497,079 | 123,309 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,947,307 | 54,792 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,108,113 | 18,605 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $700,459 | 10,655 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $700,634 | 9,924 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $328,546 | 3,967 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,319,681 | 12,259 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,324,774 | 12,174 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,202,396 | 34,490 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,458,203 | 36,618 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $299,390 | 4,994 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||