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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 WSBC

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,595,165 75,244
2025-12-31 $2,664,651 80,164
2025-09-30 $2,677,202 83,846
2025-06-30 $2,271,192 71,805
2025-03-31 $1,982,152 64,023
2024-12-31 $1,437,844 44,187
2024-09-30 $782,618 26,280
2024-06-30 $668,500 23,952
2024-03-31 $918,833 30,823
2023-12-31 $991,072 31,593
2023-09-30 $811,354 33,225
2023-06-30 $1,132,935 44,238
2023-03-31 $1,265,300 41,215
2022-12-31 $2,155,379 58,285
2022-09-30 $1,821,000 54,570
2022-06-30 $1,692,679 53,380
2022-03-31 $1,782,115 51,866
2021-12-31 $1,925,744 55,037
2021-09-30 $1,312,250 38,505
2021-06-30 $1,311,611 36,812
2021-03-31 $1,283,159 35,584
2020-12-31 $881,902 29,436
2020-09-30 $625,463 29,282
2020-06-30 $614,458 30,254
2020-03-31 $710,928 29,997