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PensionDanmark’s LPL Financial LPLA Stock Holding History

PensionDanmark’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 		$3.47M Buy
12,320
+1,008
+9% +$303K 0.03% 386
2026
Q1 		$3.4M Sell
11,312
-1,580
-12% -$530K 0.03% 388
2025
Q4 		$4.6M Buy
+12,892
New +$4.56M 0.04% 343

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

PensionDanmark's LPLA Position: Q2 2026 in Review

PensionDanmark increased its LPL Financial (LPLA) stake by 8.9% in Q2 2026, buying an estimated $303K and bringing the position to 12,320 shares worth $3.47M. The position accounts for 0.03% of the portfolio, ranked #386.

PensionDanmark first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.6M in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • PensionDanmark held 12,320 shares of LPL Financial worth $3.47M as of Q2 2026.
  • PensionDanmark bought 1,008 LPL Financial shares in Q2 2026, an estimated $303K.
  • LPL Financial made up 0.03% of PensionDanmark's portfolio in Q2 2026, its #386 holding.
  • PensionDanmark first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • PensionDanmark's LPL Financial position peaked at $4.6M in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on PensionDanmark's 13F filing for Q2 2026, filed 8 Jul 2026.