Position in LPLA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$9,415,979
-$1,549,140 QoQ
Shares Held
31,300
+2.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026KLP KAPITALFORVALTNING AS holds $336,207,973 across 31 Capital Markets names. LPLA ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
135,343 | $114,498,824 | |
| 2 | MS |
Morgan Stanley
|
501,089 | $82,464,216 | |
| 3 | SCHW |
Schwab Charles Corp
|
640,972 | $60,238,548 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
285,700 | $19,799,010 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
171,700 | $11,515,919 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
31,300 | $9,415,979 | |
| 7 | FUTU |
Futu Holdings Ltd
|
47,100 | $6,441,396 | |
| 8 | TW |
Tradeweb Markets Inc.
|
43,200 | $5,082,912 |
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,415,979 | 31,300 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $10,965,119 | 30,700 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,282,051 | 27,900 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,424,166 | 27,800 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $8,669,210 | 26,500 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $8,521,911 | 26,100 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||