SEC 13F Intelligence

Lrz Capital LLC / LPLA

Lrz Capital LLC’s Lpl Finl Hldgs Inc Position

Does Lrz Capital LLC own Lpl Finl Hldgs Inc (LPLA)? Yes45.0K shares worth $14M (+6.77% of its 13F portfolio) as of Q1 2026, up from 40.8K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
45.0K
% of Portfolio
+6.77%
Quarters Held
2
currently held

Position History LPLA

Reported value by quarter
Q4 ’25: $15MQ4 ’25Q1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202645.0K$14M+6.77%
Q4 202540.8K$15M+6.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lrz Capital LLC’s full portfolio or all institutional holders of LPLA.