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Fjarde Ap-fonden’s LPL Financial LPLA Stock Holding History

Fjarde Ap-fonden’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 		$6.17M Sell
21,920
-520
-2% -$156K 0.03% 384
2026
Q1 		$6.75M Buy
22,440
+7,620
+51% +$2.56M 0.04% 373
2025
Q4 		$5.29M Sell
14,820
-1,080
-7% -$382K 0.04% 325
2025
Q3 		$5.29M Sell
15,900
-1,100
-6% -$399K 0.05% 314
2025
Q2 		$6.37M Sell
17,000
-2,300
-12% -$806K 0.06% 287
2025
Q1 		$6.31M Buy
19,300
+2,800
+17% +$975K 0.08% 252
2024
Q4 		$5.39M Sell
16,500
-4,200
-20% -$1.24M 0.05% 329
2024
Q3 		$4.82M Buy
+20,700
New +$4.66M 0.05% 348
2024
Q1 		$5.15M Buy
19,500
+100
+0.5% +$25.2K 0.06% 338
2023
Q4 		$4.42M Sell
19,400
-3,500
-15% -$787K 0.06% 359
2023
Q3 		$5.44M Sell
22,900
-3,700
-14% -$859K 0.07% 285
2023
Q2 		$5.78M Buy
26,600
+2,000
+8% +$400K 0.07% 284
2023
Q1 		$4.98M Sell
24,600
-700
-3% -$160K 0.07% 305
2022
Q4 		$5.47M Sell
25,300
-4,800
-16% -$1.12M 0.08% 286
2022
Q3 		$5.55M Hold
30,100
– – 0.07% 299
2022
Q2 		$5.55M Buy
+30,100
New +$5.72M 0.07% 299

Other funds holding LPLA

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Fjarde Ap-fonden's LPLA Position: Q2 2026 in Review

Fjarde Ap-fonden reduced its LPL Financial (LPLA) stake by 2.3% in Q2 2026, selling an estimated $156K and leaving 21,920 shares worth $6.17M. The position accounts for 0.03% of the portfolio, ranked #384.

Fjarde Ap-fonden first reported a position in LPLA in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.75M in Q1 2026. 319 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Fjarde Ap-fonden held 21,920 shares of LPL Financial worth $6.17M as of Q2 2026.
  • Fjarde Ap-fonden sold 520 LPL Financial shares in Q2 2026, an estimated $156K.
  • LPL Financial made up 0.03% of Fjarde Ap-fonden's portfolio in Q2 2026, its #384 holding.
  • Fjarde Ap-fonden first reported a position in LPL Financial in Q2 2022 and has held it in 16 quarters since.
  • Fjarde Ap-fonden's LPL Financial position peaked at $6.75M in Q1 2026.
  • 319 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Fjarde Ap-fonden's 13F filing for Q2 2026, filed 29 Jul 2026.