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Lpl Financial Holdings shares owned by Richardson Capital Management

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

Historical chart of Richardson Capital Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by Richardson Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.8k 16 300.81

More positions owned by Richardson Capital Management

Schwab US Large-Cap ETF Us Lrg Cap Etf (SCHX)
Schwab US Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Schwab Fundamental US Large Company ETF Fundamental Us L (FNDX)
Vanguard 500 ETF S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Dimensional US Small Cap Value ETF Us Small Cap Val (DFSV)
Matthews EM Discovery Active ETF Emerging Mkt Dis (MEMS)
Schwab US Mid-Cap ETF Us Mid-cap Etf (SCHM)
PGIM Ultra Short Bond ETF Pgim Ultra Sh Bd (PULS)
Invesco QQQ Trust ETF Unit Ser 1 (QQQ)
Schwab 1000 Index ETF 1000 Index Etf (SCHK)
iShares Russell Mid-Cap Growth ETF Rus Md Cp Gr Etf (IWP)
Vanguard Growth ETF Growth Etf (VUG)

View all positions for Richardson Capital Management

Top funds holding Lpl Financial Holdings

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

View all funds holding Lpl Financial Holdings