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Tredje AP-fonden’s LPL Financial LPLA Stock Holding History

Tredje AP-fonden’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 		$12.3M Buy
43,620
+12,530
+40% +$3.76M 0.06% 307
2026
Q1 		$9.35M Buy
31,090
+22,877
+279% +$7.68M 0.05% 325
2025
Q4 		$2.93M Sell
8,213
-170
-2% -$60.1K 0.02% 228
2025
Q3 		$2.79M Buy
8,383
+1,842
+28% +$668K 0.02% 212
2025
Q2 		$2.45M Buy
6,541
+596
+10% +$209K 0.02% 210
2025
Q1 		$1.94M Hold
5,945
– – 0.02% 232
2024
Q4 		$1.94M Sell
5,945
-5,944
-50% -$1.76M 0.02% 272
2024
Q3 		$2.77M Hold
11,889
– – 0.03% 306
2024
Q2 		$3.32M Sell
11,889
-186
-2% -$50.5K 0.03% 249
2024
Q1 		$3.19M Buy
12,075
+275
+2% +$69.4K 0.03% 269
2023
Q4 		$2.69M Sell
11,800
-1,023
-8% -$230K 0.03% 322
2023
Q3 		$3.05M Sell
12,823
-1,368
-10% -$318K 0.04% 263
2023
Q2 		$3.09M Sell
14,191
-2,688
-16% -$538K 0.04% 286
2023
Q1 		$3.42M Buy
16,879
+753
+5% +$172K 0.05% 258
2022
Q4 		$3.49M Buy
16,126
+415
+3% +$97K 0.06% 245
2022
Q3 		$3.43M Buy
+15,711
New +$3.34M 0.07% 208

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 $3.38T AUM 44.17% 1-Year Est. Return

Tredje AP-fonden's LPLA Position: Q2 2026 in Review

Tredje AP-fonden increased its LPL Financial (LPLA) stake by 40% in Q2 2026, buying an estimated $3.76M and bringing the position to 43,620 shares worth $12.3M. The position accounts for 0.06% of the portfolio, ranked #307.

Tredje AP-fonden first reported a position in LPLA in Q3 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Tredje AP-fonden held 43,620 shares of LPL Financial worth $12.3M as of Q2 2026.
  • Tredje AP-fonden bought 12,530 LPL Financial shares in Q2 2026, an estimated $3.76M.
  • LPL Financial made up 0.06% of Tredje AP-fonden's portfolio in Q2 2026, its #307 holding.
  • Tredje AP-fonden first reported a position in LPL Financial in Q3 2022 and has held it in 16 quarters since.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Tredje AP-fonden's 13F filing for Q2 2026, filed 10 Aug 2026.