Swedbank
LPLA icon

Swedbank’s LPL Financial LPLA Stock Holding History

Swedbank’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 		$17.6M Sell
58,348
-14,139
-20% -$4.74M 0.02% 401
2025
Q4 		$25.9M Sell
72,487
-8,000
-10% -$2.83M 0.03% 336
2025
Q3 		$26.8M Buy
80,487
+58,000
+258% +$21M 0.03% 328
2025
Q2 		$8.43M Hold
22,487
– – 0.01% 497
2025
Q1 		$7.36M Hold
22,487
– – 0.01% 506
2024
Q4 		$7.34M Buy
22,487
+6,058
+37% +$1.79M 0.01% 503
2024
Q3 		$3.82M Buy
16,429
+2,720
+20% +$613K ﹤0.01% 566
2024
Q2 		$3.83M Sell
13,709
-100
-0.7% -$27.1K 0.01% 563
2024
Q1 		$3.65M Sell
13,809
-349
-2% -$88.1K 0.03% 423
2023
Q4 		$3.22M Hold
14,158
– – 0.01% 559
2023
Q3 		$3.36M Buy
14,158
+173
+1% +$40.2K 0.01% 552
2023
Q2 		$3.04M Sell
13,985
-19,442
-58% -$3.89M 0.01% 570
2023
Q1 		$6.77M Sell
33,427
-187
-0.6% -$42.7K 0.01% 470
2022
Q4 		$7.27M Buy
33,614
+2,127
+7% +$497K 0.02% 462
2022
Q3 		$6.88M Buy
31,487
+31,033
+6,835% +$6.6M 0.02% 455
2022
Q2 		$83.8K Buy
+454
New +$86.2K ﹤0.01% 734

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $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
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 $187B AUM 18.48% 1-Year Est. Return
SC
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