FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND
PensionPosition in LPLA — LPL Financial Holdings Inc.
CIK 1540880
STOCKHOLM, V7
Position in LPLA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,174,425
-$576,200 QoQ
Shares Held
21,920
-2.3% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#200
of 761 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND holds $242,165,820 across 11 Capital Markets names. LPLA ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
76,205 | $77,071,450 | |
| 2 | MS |
Morgan Stanley
|
303,415 | $63,425,871 | |
| 3 | SCHW |
Schwab Charles Corp
|
480,711 | $44,355,203 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
203,200 | $20,376,896 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
126,600 | $11,019,264 | |
| 6 | TW |
Tradeweb Markets Inc.
|
97,159 | $9,682,865 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
21,920 | $6,174,425 | |
| 8 | IREN |
IREN Ltd
|
104,200 | $4,765,066 |
All Filings in LPLA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,174,425 | 21,920 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,750,625 | 22,440 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,293,259 | 14,820 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,289,771 | 15,900 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,374,490 | 17,000 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $6,313,802 | 19,300 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,387,415 | 16,500 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,815,441 | 20,700 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $5,151,900 | 19,500 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,415,828 | 19,400 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,442,185 | 22,900 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $5,783,638 | 26,600 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,979,040 | 24,600 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,469,101 | 25,300 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,576,248 | 30,100 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,552,848 | 30,100 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||