FAF
LPLA icon

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Första AP-fonden's LPLA Position: Q1 2026 in Review

Första AP-fonden sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 16,520 shares — an estimated $5.9M sold.

Första AP-fonden first reported a position in LPLA in Q2 2022 and held it in 15 quarters. The position peaked at $10.5M in Q3 2023. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Första AP-fonden reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Första AP-fonden sold 16,520 LPL Financial shares in Q1 2026, an estimated $5.9M.
  • Första AP-fonden first reported a position in LPL Financial in Q2 2022 and held it in 15 quarters.
  • Första AP-fonden's LPL Financial position peaked at $10.5M in Q3 2023.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Första AP-fonden's 13F filing for Q1 2026.