Swedbank
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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
Q2 		$7.48M Sell
26,561
-31,787
-54% -$9.54M 0.01% 545
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 0.01% 557
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 $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

Swedbank's LPLA Position: Q2 2026 in Review

Swedbank reduced its LPL Financial (LPLA) stake by 54% in Q2 2026, selling an estimated $9.54M and leaving 26,561 shares worth $7.48M. The position accounts for 0.01% of the portfolio, ranked #545.

Swedbank first reported a position in LPLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $26.8M in Q3 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Swedbank held 26,561 shares of LPL Financial worth $7.48M as of Q2 2026.
  • Swedbank sold 31,787 LPL Financial shares in Q2 2026, an estimated $9.54M.
  • LPL Financial made up 0.01% of Swedbank's portfolio in Q2 2026, its #545 holding.
  • Swedbank first reported a position in LPL Financial in Q2 2022 and has held it in 17 quarters since.
  • Swedbank's LPL Financial position peaked at $26.8M in Q3 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Swedbank's 13F filing for Q2 2026, filed 15 Jul 2026.