Första AP-fonden’s LPL Financial LPLA Stock Holding History

Första 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 Q1	–	Sell	-16,520	Closed	-$5.9M	–	301
2025 Q4	$5.9M	Sell	16,520 -880	-5%	-$311K	0.04%	376
2025 Q3	$5.79M	Buy	17,400 +1,000	+6%	+$362K	0.03%	383
2025 Q2	$6.15M	Buy	16,400 +1,400	+9%	+$490K	0.04%	353
2025 Q1	$4.91M	Sell	15,000 -500	-3%	-$174K	0.04%	395
2024 Q4	$5.06M	Sell	15,500 -100	-0.6%	-$29.6K	0.04%	394
2024 Q3	$3.63M	Buy	15,600 +300	+2%	+$67.6K	0.03%	467
2024 Q2	$4.27M	Sell	15,300 -12,900	-46%	-$3.5M	0.04%	388
2024 Q1	$7.45M	Sell	28,200 -12,500	-31%	-$3.16M	0.06%	304
2023 Q4	$9.26M	Sell	40,700 -3,400	-8%	-$764K	0.09%	221
2023 Q3	$10.5M	Sell	44,100 -3,100	-7%	-$720K	0.12%	181
2023 Q2	$10.3M	Buy	47,200 +5,600	+13%	+$1.12M	0.11%	197
2023 Q1	$8.42M	Sell	41,600 -1,100	-3%	-$251K	0.1%	235
2022 Q4	$9.23M	Buy	42,700 +6,800	+19%	+$1.59M	0.1%	229
2022 Q3	$7.84M	Buy	35,900 +22,400	+166%	+$4.76M	0.1%	237
2022 Q2	$2.49M	Buy	+13,500	New	+$2.56M	0.03%	482

Other funds holding LPLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return