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Livforsakringsbolaget Skandia’s LPL Financial LPLA Stock Holding History

Livforsakringsbolaget Skandia’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 		$180K Hold
600
– – 0.01% 342
2025
Q4 		$214K Hold
600
– – 0.01% 330
2025
Q3 		$200K Hold
600
– – 0.01% 359
2025
Q2 		$225K Hold
600
– – 0.01% 362
2025
Q1 		$196K Hold
600
– – 0.01% 390
2024
Q4 		$196K Hold
600
– – 0.01% 397
2024
Q3 		$140K Buy
600
+500
+500% +$113K 0.01% 474
2024
Q2 		$27.9K Hold
100
– – ﹤0.01% 456
2024
Q1 		$26.4K Hold
100
– – ﹤0.01% 475
2023
Q4 		$22.8K Hold
100
– – ﹤0.01% 484
2023
Q3 		$23.8K Hold
100
– – ﹤0.01% 445
2023
Q2 		$21.7K Hold
100
– – ﹤0.01% 459
2023
Q1 		$20.2K Hold
100
– – ﹤0.01% 473
2022
Q4 		$21.6K Buy
+100
New +$23.4K ﹤0.01% 457

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Livforsakringsbolaget Skandia's LPLA Position: Q1 2026 in Review

Livforsakringsbolaget Skandia held its LPL Financial (LPLA) position steady in Q1 2026 at 600 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #342.

Livforsakringsbolaget Skandia first reported a position in LPLA in Q4 2022 and has held it in 14 quarters since. The position peaked at $225K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Livforsakringsbolaget Skandia held 600 shares of LPL Financial worth $180K as of Q1 2026.
  • Livforsakringsbolaget Skandia left its LPL Financial share count unchanged in Q1 2026.
  • LPL Financial made up 0.01% of Livforsakringsbolaget Skandia's portfolio in Q1 2026, its #342 holding.
  • Livforsakringsbolaget Skandia first reported a position in LPL Financial in Q4 2022 and has held it in 14 quarters since.
  • Livforsakringsbolaget Skandia's LPL Financial position peaked at $225K in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Livforsakringsbolaget Skandia's 13F filing for Q1 2026, filed 5 May 2026.