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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dorsey & Whitney Trust's LPLA Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its LPL Financial (LPLA) stake by 2.3% in Q1 2026, selling an estimated $6.38K and leaving 806 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #630.

Dorsey & Whitney Trust first reported a position in LPLA in Q1 2021 and has held it in 17 quarters since. The position peaked at $316K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Dorsey & Whitney Trust held 806 shares of LPL Financial worth $242K as of Q1 2026.
  • Dorsey & Whitney Trust sold 19 LPL Financial shares in Q1 2026, an estimated $6.38K.
  • LPL Financial made up 0.01% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #630 holding.
  • Dorsey & Whitney Trust first reported a position in LPL Financial in Q1 2021 and has held it in 17 quarters since.
  • Dorsey & Whitney Trust's LPL Financial position peaked at $316K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.