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Lpl Financial Holdings shares owned by Longaeva Partners

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

Historical chart of Longaeva Partners investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Longaeva Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $53M 187k 281.68

More positions owned by Longaeva Partners

State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)
Space Exploration Techn Corp Class A Com Stk (SPCX)
Goldman Sachs Put Option (GS)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr St Str Care Etf Call Option (XLV)
Bank of America Corporation (BAC)
Pfizer Call Option (PFE)
Boston Scientific Corporation Call Option (BSX)
Fifth Third Ban (FITB)
Huntington Bancshares Incorporated (HBAN)
Moody's Corporation (MCO)
Mettler-Toledo International (MTD)
Lpl Financial Holdings (LPLA)
Us Bancorp Com New (USB)
Morgan Stanley Com New (MS)

View all positions for Longaeva Partners

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