WhitTier Trust Company’s LPL Financial LPLA Stock Holding History

WhitTier 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 Q1	$6.14M	Buy	20,868 +1,088	+6%	+$365K	0.13%	136
2025 Q4	$7.45M	Buy	19,780 +375	+2%	+$133K	0.15%	119
2025 Q3	$6.11M	Buy	19,405 +5,572	+40%	+$2.02M	0.13%	141
2025 Q2	$5.19M	Buy	13,833 +416	+3%	+$146K	0.12%	154
2025 Q1	$4.39M	Buy	13,417 +452	+3%	+$157K	0.11%	166
2024 Q4	$4.23M	Buy	12,965 +633	+5%	+$187K	0.1%	167
2024 Q3	$2.87M	Buy	12,332 +495	+4%	+$112K	0.07%	199
2024 Q2	$3.31M	Buy	11,837 +638	+6%	+$173K	0.09%	178
2024 Q1	$2.96M	Buy	11,199 +11,112	+12,772%	+$2.8M	0.08%	187
2023 Q4	$19.8K	Sell	87 -140	-62%	-$31.5K	﹤0.01%	841
2023 Q3	$53.9K	Sell	227 -14	-6%	-$3.25K	﹤0.01%	637
2023 Q2	$52.4K	Buy	241 +28	+13%	+$5.61K	﹤0.01%	662
2023 Q1	$43.1K	Buy	213 +60	+39%	+$13.7K	﹤0.01%	692
2022 Q4	$33.1K	Sell	153 -50	-25%	-$11.7K	﹤0.01%	744
2022 Q3	$44K	Buy	203 +13	+7%	+$2.77K	﹤0.01%	683
2022 Q2	$35K	Buy	190 +124	+188%	+$23.5K	﹤0.01%	727
2022 Q1	$12K	Buy	+66	New	+$11.5K	﹤0.01%	892

Other funds holding LPLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return