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Lpl Financial Holdings shares owned by Stephenson National Bank & Trust

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

Historical chart of Stephenson National Bank & Trust investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Stephenson National 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 Stephenson National Bank & Trust

Quarter filed Position value Share count Share price at filing
2026-06-30 $81k 286 281.68

More positions owned by Stephenson National Bank & Trust

JPMorgan Active Value ETF Active Value Etf (JAVA)
Vanguard S&P 500 Index ETF S&p 500 Etf Shs (VOO)
JPMorgan Active Growth ETF Active Growth (JGRO)
Fidelity Enhanced International Enhanced Intl (FENI)
iShares Russell Midcap Index ETF Rus Mid Cap Etf (IWR)
Vanguard MEGA Cap ETF Mega Cap Index (MGC)
Fidelity Total Bond ETF Total Bd Etf (FBND)
PIMCO Total Return Active ETF Active Bd Etf (BOND)
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)
Global Upstream Natural Resources ETF Mornstar Upstr (GUNR)
Vanguard FTSE Developed Markets Index ETF Van Ftse Dev Mkt (VEA)
iShares S&P 500 Index ETF Core S&p500 Etf (IVV)
Vanguard Small-Cap ETF Small Cp Etf (VB)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
iShares Russell 2000 Index ETF Russell 2000 Etf (IWM)

View all positions for Stephenson National Bank & Trust

Top funds holding Lpl Financial Holdings

BlackRock
Robeco Investment Management
Dodge & Cox
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
Kayne Anderson Rudnick Investment Management
Geode Capital Management

View all funds holding Lpl Financial Holdings