Position in LPLA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,481,701
-$10,071,127 QoQ
Shares Held
26,561
-54.5% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#178
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, 2026Swedbank AB holds $713,924,207 across 13 Capital Markets names. LPLA ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
356,052 | $360,100,310 | |
| 2 | MS |
Morgan Stanley
|
853,710 | $178,459,537 | |
| 3 | SCHW |
Schwab Charles Corp
|
831,512 | $76,723,611 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
363,226 | $36,424,302 | |
| 5 | MRX |
Marex Group Ltd
|
354,440 | $21,603,118 | |
| 6 | SNEX |
StoneX Group Inc.
|
145,500 | $11,494,500 | |
| 7 | LAZ |
Lazard, Inc.
|
207,000 | $8,681,580 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
26,561 | $7,481,701 |
All Filings in LPLA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,481,701 | 26,561 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $17,552,828 | 58,348 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $25,890,181 | 72,487 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $26,777,220 | 80,487 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $8,431,950 | 22,487 | Shares | Defined | 2025-07-10 | |
| 2024-12-31 | $7,342,230 | 22,487 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $3,821,878 | 16,429 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,828,923 | 13,709 | Shares | Defined | 2024-07-11 | |
| 2024-03-31 | $3,648,337 | 13,809 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,222,643 | 14,158 | Shares | Defined | 2024-12-06 | |
| 2023-09-30 | $3,364,648 | 14,158 | Shares | Defined | 2024-12-06 | |
| 2023-06-30 | $3,040,758 | 13,985 | Shares | Defined | 2024-12-06 | |
| 2023-03-31 | $6,765,624 | 33,427 | Shares | Defined | 2024-12-06 | |
| 2022-12-31 | $7,266,338 | 33,614 | Shares | Defined | 2024-12-06 | |
| 2022-09-30 | $6,879,279 | 31,487 | Shares | Defined | 2024-12-06 | |
| 2022-06-30 | $83,753 | 454 | Shares | Defined | 2024-12-06 | |
| No filing history on record for this holder in this stock. | ||||||