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Laird Norton Wetherby Trust Company’s LPL Financial LPLA Stock Holding History

Laird Norton Wetherby Trust Company’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 		$488K Sell
1,734
-66
-4% -$19.8K 0.01% 718
2026
Q1 		$541K Sell
1,800
-66
-4% -$22.1K 0.01% 667
2025
Q4 		$666K Buy
+1,866
New +$660K 0.01% 609

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 $3.38T AUM 44.17% 1-Year Est. Return

Laird Norton Wetherby Trust Company's LPLA Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its LPL Financial (LPLA) stake by 3.7% in Q2 2026, selling an estimated $19.8K and leaving 1,734 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #718.

Laird Norton Wetherby Trust Company first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $666K in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 1,734 shares of LPL Financial worth $488K as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 66 LPL Financial shares in Q2 2026, an estimated $19.8K.
  • LPL Financial made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #718 holding.
  • Laird Norton Wetherby Trust Company first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's LPL Financial position peaked at $666K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.