Position in WAL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,177,420
+$1,461,336 QoQ
Shares Held
99,482
+4.9% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#86
of 493 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in WAL 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. WAL ranks #21 (0.6% 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 WAL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,177,420 | 99,482 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||