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Lpl Financial Holdings shares owned by Storgate

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

Historical chart of Storgate investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Storgate

Quarter filed Position value Share count Share price at filing
2026-03-31 $490k 1.6k 300.83

More positions owned by Storgate

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Chevron Corporation (CVX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Carpenter Technology Corporation (CRS)
Applovin Corp Com Cl A (APP)
ConocoPhillips (COP)
Dimensional Etf Trust World Ex Us Core (DFAX)
Merck & Co (MRK)
Exxon Mobil Corporation (XOM)
Comfort Systems USA (FIX)
Citigroup Com New (C)
Flextronics Intl Ord (FLEX)

View all positions for Storgate

Top funds holding Lpl Financial Holdings

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

View all funds holding Lpl Financial Holdings