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Lpl Financial Holdings shares owned by Bank of Marin

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Bank of Marin from 13F filings

Historical chart of Bank of Marin investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Bank of Marin consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Bank of Marin

Quarter filed Position value Share count Share price at filing
2026-06-30 $317k 1.1k 281.68

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
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Advanced Micro Devices (AMD)
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View all positions for Bank of Marin

Top funds holding Lpl Financial Holdings

BlackRock
Dodge & Cox
Robeco Investment Management
Jupiter Topco
Vanguard Portfolio Management
Henderson Group
Vanguard Capital Management
Principal Financial Group
Samlyn Capital
Capital World Investors
State Street Corporation
WCM Investment Management
Goldman Sachs Group
Geode Capital Management
Massachusetts Financial Services

View all funds holding Lpl Financial Holdings