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KLP Kapitalforvaltning’s LPL Financial LPLA Stock Holding History

KLP Kapitalforvaltning’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 		$9.52M Buy
33,780
+2,480
+8% +$744K 0.03% 398
2026
Q1 		$9.42M Buy
31,300
+600
+2% +$201K 0.04% 376
2025
Q4 		$11M Buy
30,700
+2,800
+10% +$990K 0.04% 346
2025
Q3 		$9.28M Buy
27,900
+100
+0.4% +$36.2K 0.04% 372
2025
Q2 		$10.4M Buy
27,800
+1,300
+5% +$455K 0.05% 347
2025
Q1 		$8.67M Buy
26,500
+400
+2% +$139K 0.04% 372
2024
Q4 		$8.52M Buy
+26,100
New +$7.72M 0.04% 378

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
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

KLP Kapitalforvaltning's LPLA Position: Q2 2026 in Review

KLP Kapitalforvaltning increased its LPL Financial (LPLA) stake by 7.9% in Q2 2026, buying an estimated $744K and bringing the position to 33,780 shares worth $9.52M. The position accounts for 0.03% of the portfolio, ranked #398.

KLP Kapitalforvaltning first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $11M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • KLP Kapitalforvaltning held 33,780 shares of LPL Financial worth $9.52M as of Q2 2026.
  • KLP Kapitalforvaltning bought 2,480 LPL Financial shares in Q2 2026, an estimated $744K.
  • LPL Financial made up 0.03% of KLP Kapitalforvaltning's portfolio in Q2 2026, its #398 holding.
  • KLP Kapitalforvaltning first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • KLP Kapitalforvaltning's LPL Financial position peaked at $11M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q2 2026, filed 12 Aug 2026.