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Dorsey & Whitney Trust’s LPL Financial LPLA Stock Holding History

Dorsey & Whitney Trust’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 		$231K Buy
820
+14
+2% +$4.2K 0.01% 678
2026
Q1 		$242K Sell
806
-19
-2% -$6.38K 0.01% 630
2025
Q4 		$295K Sell
825
-18
-2% -$6.37K 0.02% 567
2025
Q3 		$280K Hold
843
– – 0.01% 556
2025
Q2 		$316K Hold
843
– – 0.02% 522
2025
Q1 		$276K Sell
843
-14
-2% -$4.88K 0.02% 539
2024
Q4 		$280K Buy
+857
New +$253K 0.02% 543
2024
Q3 		– Sell
-998
Closed -$279K – 679
2024
Q2 		$279K Sell
998
-116
-10% -$31.5K 0.02% 492
2024
Q1 		$294K Hold
1,114
– – 0.02% 476
2023
Q4 		$254K Sell
1,114
-7
-0.6% -$1.57K 0.02% 499
2023
Q3 		$266K Buy
1,121
+7
+0.6% +$1.63K 0.02% 458
2023
Q2 		$242K Sell
1,114
-17
-2% -$3.4K 0.02% 498
2023
Q1 		$229K Sell
1,131
-85
-7% -$19.4K 0.02% 491
2022
Q4 		$263K Sell
1,216
-49
-4% -$11.5K 0.03% 445
2022
Q3 		$277K Buy
1,265
+39
+3% +$8.29K 0.03% 425
2022
Q2 		$226K Buy
1,226
+86
+8% +$16.3K 0.02% 476
2022
Q1 		$208K Buy
+1,140
New +$199K 0.02% 528
2021
Q2 		– Sell
-1,443
Closed -$205K – 542
2021
Q1 		$205K Buy
+1,443
New +$184K 0.02% 491

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 $3.37T AUM 44.26% 1-Year Est. Return

Dorsey & Whitney Trust's LPLA Position: Q2 2026 in Review

Dorsey & Whitney Trust increased its LPL Financial (LPLA) stake by 1.7% in Q2 2026, buying an estimated $4.2K and bringing the position to 820 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #678.

Dorsey & Whitney Trust first reported a position in LPLA in Q1 2021 and has held it in 18 quarters since. The position peaked at $316K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Dorsey & Whitney Trust held 820 shares of LPL Financial worth $231K as of Q2 2026.
  • Dorsey & Whitney Trust bought 14 LPL Financial shares in Q2 2026, an estimated $4.2K.
  • LPL Financial made up 0.01% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #678 holding.
  • Dorsey & Whitney Trust first reported a position in LPL Financial in Q1 2021 and has held it in 18 quarters since.
  • Dorsey & Whitney Trust's LPL Financial position peaked at $316K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.