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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
Q2 		$6.27M Sell
20,373
-495
-2% -$149K 0.12% 140
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
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

WhitTier Trust Company's LPLA Position: Q2 2026 in Review

WhitTier Trust Company reduced its LPL Financial (LPLA) stake by 2.4% in Q2 2026, selling an estimated $149K and leaving 20,373 shares worth $6.27M. The position accounts for 0.12% of the portfolio, ranked #140.

WhitTier Trust Company first reported a position in LPLA in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.45M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • WhitTier Trust Company held 20,373 shares of LPL Financial worth $6.27M as of Q2 2026.
  • WhitTier Trust Company sold 495 LPL Financial shares in Q2 2026, an estimated $149K.
  • LPL Financial made up 0.12% of WhitTier Trust Company's portfolio in Q2 2026, its #140 holding.
  • WhitTier Trust Company first reported a position in LPL Financial in Q1 2022 and has held it in 18 quarters since.
  • WhitTier Trust Company's LPL Financial position peaked at $7.45M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.