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Lpl Financial Holdings shares owned by Southern Michigan Bank & Trust

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Southern Michigan Bank & Trust from 13F filings

Historical chart of Southern Michigan Bank & Trust investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by Southern Michigan Bank & Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.3k 11 300.82

More positions owned by Southern Michigan Bank & Trust

Schwab U.S. Large Cap Growth ETF Us Lcap Gr Etf (SCHG)
Vanguard Intermediate Term Bond ETF Intermed Term (BIV)
Schwab U.S. Large Cap Value ETF Us Lcap Va Etf (SCHV)
iShares Intermediate Govt Credit Bond ETF Intrm Gov Cr Etf (GVI)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
State Street SPDR Portfolio Short Term Corporate Bond ETF State Street Spd (SPSB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Armstrong Global Holding Inc. Series A
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
Alphabet Inc Class A Cap Stk Cl A (GOOGL)
Amazon (AMZN)
State Street SPDR S&P Dividend ETF State Street Spd (SDY)
Abbvie (ABBV)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)

View all positions for Southern Michigan Bank & Trust

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