Back to LPLA
Swedbank AB LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
7
Latest value
$6.8M
Q3 2026
Peak value
$25.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $25.9M |
| Q4 2025 | $25.9M |
| Q1 2026 | $17.6M |
| Q2 2026 | $1.2M |
| Q2 2026 | $6.3M |
| Q3 2026 | $1.4M |
| Q3 2026 | $6.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.8M | 22.3K | — | — |
| Q3 2026 | $1.4M | 4.6K | — | — |
| Q2 2026 | $6.3M | 22.3K | — | — |
| Q2 2026 | $1.2M | 4.2K | — | — |
| Q1 2026 | $17.6M | 58.3K | — | — |
| Q4 2025 | $25.9M | 72.5K | — | — |
| Q4 2025 | $25.9M | 72.5K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B