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Avanza Fonder’s LPL Financial LPLA Stock Holding History

Avanza Fonder’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.27M Hold
8,043
– – 0.05% 265
2026
Q1 		$2.42M Hold
8,043
– – 0.07% 229
2025
Q4 		$2.87M Buy
8,043
+2,436
+43% +$862K 0.07% 222
2025
Q3 		$1.87M Hold
5,607
– – 0.05% 265
2025
Q2 		$2.1M Hold
5,607
– – 0.06% 234
2025
Q1 		$1.9M Buy
5,607
+1,134
+25% +$395K 0.06% 253
2024
Q4 		$1.46M Buy
+4,473
New +$1.32M 0.04% 300

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Avanza Fonder's LPLA Position: Q2 2026 in Review

Avanza Fonder held its LPL Financial (LPLA) position steady in Q2 2026 at 8,043 shares worth $2.27M. The position accounts for 0.05% of the portfolio, ranked #265.

Avanza Fonder first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.87M in Q4 2025. 207 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Avanza Fonder held 8,043 shares of LPL Financial worth $2.27M as of Q2 2026.
  • Avanza Fonder left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.05% of Avanza Fonder's portfolio in Q2 2026, its #265 holding.
  • Avanza Fonder first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • Avanza Fonder's LPL Financial position peaked at $2.87M in Q4 2025.
  • 207 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.