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Whittier Trust’s LPL Financial LPLA Stock Holding History

Whittier 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 		$12.3M Sell
40,238
-213
-0.5% -$63.9K 0.12% 131
2026
Q1 		$11.9M Buy
40,451
+4,070
+11% +$1.37M 0.13% 126
2025
Q4 		$13.7M Buy
36,381
+1,220
+3% +$432K 0.15% 115
2025
Q3 		$11.1M Buy
35,161
+10,085
+40% +$3.66M 0.13% 137
2025
Q2 		$9.4M Buy
25,076
+710
+3% +$249K 0.11% 149
2025
Q1 		$7.97M Buy
24,366
+529
+2% +$184K 0.11% 158
2024
Q4 		$7.78M Buy
23,837
+1,053
+5% +$311K 0.1% 163
2024
Q3 		$5.3M Buy
22,784
+1,026
+5% +$231K 0.07% 203
2024
Q2 		$6.08M Buy
21,758
+1,096
+5% +$297K 0.09% 183
2024
Q1 		$5.46M Buy
+20,662
New +$5.22M 0.08% 191
2023
Q4 		– Sell
-47
Closed -$11.2K – 1602
2023
Q3 		$11.2K Buy
+47
New +$10.9K ﹤0.01% 1242
2023
Q2 		– Sell
-201
Closed -$40.7K – 1594
2023
Q1 		$40.7K Buy
+201
New +$45.9K ﹤0.01% 1002
2022
Q4 		– Sell
-8
Closed -$2K – 1673
2022
Q3 		$2K Hold
8
– – ﹤0.01% 1564
2022
Q2 		$1K Hold
8
– – ﹤0.01% 1622
2022
Q1 		$1K Buy
+8
New +$1.39K ﹤0.01% 1646
2020
Q1 		– Sell
-51
Closed -$5K – 1548
2019
Q4 		$5K Buy
+51
New +$4.38K ﹤0.01% 1242

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's LPLA Position: Q2 2026 in Review

Whittier Trust reduced its LPL Financial (LPLA) stake by 0.53% in Q2 2026, selling an estimated $63.9K and leaving 40,238 shares worth $12.3M. The position accounts for 0.12% of the portfolio, ranked #131.

Whittier Trust first reported a position in LPLA in Q4 2019 and has held it in 16 quarters since. The position peaked at $13.7M in Q4 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Whittier Trust held 40,238 shares of LPL Financial worth $12.3M as of Q2 2026.
  • Whittier Trust sold 213 LPL Financial shares in Q2 2026, an estimated $63.9K.
  • LPL Financial made up 0.12% of Whittier Trust's portfolio in Q2 2026, its #131 holding.
  • Whittier Trust first reported a position in LPL Financial in Q4 2019 and has held it in 16 quarters since.
  • Whittier Trust's LPL Financial position peaked at $13.7M in Q4 2025.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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