Boreal Capital Management »

Lpl Financial Holdings shares owned by Boreal Capital Management

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Boreal Capital Management from 13F filings

Historical chart of Boreal Capital Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Boreal Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lpl Financial Holdings by Boreal Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $28k 100 281.68

More positions owned by Boreal Capital Management

Nvidia Corporation Equities (NVDA)
Amazon Equities (AMZN)
Apple Equities (AAPL)
Invesco Qqq Tr Equities (QQQ)
Vanguard Index Fds Equities (VOO)
Ishares Tr Fixed Income (IEF)
Microsoft Corp Equities (MSFT)
Alphabet Equities (GOOGL)
Broadcom Equities (AVGO)
Asml Hldg Nv Equities (ASML)
Ishares Tr Equities (QUAL)
Taiwan Semiconductor Manufac Equities (TSM)
Meta Platforms Equities (META)
Select Sector Spdr Tr Equities (XLK)
Visa Equities (V)

View all positions for Boreal Capital Management

Top funds holding Lpl Financial Holdings

BlackRock
Dodge & Cox
Robeco Investment Management
Massachusetts Financial Services
Vanguard Portfolio Management
Henderson Group
Vanguard Capital Management
Principal Financial Group
Samlyn Capital
Capital World Investors
Lone Pine Capital
State Street Corporation
WCM Investment Management
Geode Capital Management
Alliancebernstein

View all funds holding Lpl Financial Holdings