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Towarzystwo Funduszy Inwestycyjnych PZU SA’s LPL Financial LPLA Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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 		$33.8K Hold
120
– – 0.01% 544
2026
Q1 		$36.1K Hold
120
– – 0.01% 502
2025
Q4 		$42.9K Hold
120
– – 0.01% 481
2025
Q3 		$39.9K Hold
120
– – 0.01% 472
2025
Q2 		$45K Buy
120
+55
+85% +$19.3K 0.01% 442
2025
Q1 		$21.3K Hold
65
– – 0.01% 564
2024
Q4 		$21.2K Buy
+65
New +$19.2K 0.01% 527

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's LPLA Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA held its LPL Financial (LPLA) position steady in Q2 2026 at 120 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #544.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $45K in Q2 2025. 493 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Towarzystwo Funduszy Inwestycyjnych PZU SA held 120 shares of LPL Financial worth $33.8K as of Q2 2026.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.01% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #544 holding.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA's LPL Financial position peaked at $45K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.