WHITTIER TRUST CO

Bank

Position in LPLA — LPL Financial Holdings Inc.

CIK 1137881 SOUTH PASADENA, CA

Position in LPLA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$11,334,239

-$834,634 QoQ

Shares Held

40,238

-0.5% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#147

of 762 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WHITTIER TRUST CO holds $160,223,345 across 20 Capital Markets names. LPLA ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	88,836	$89,846,064
2	SCHW	Schwab Charles Corp	383,423	$35,378,439
3	LPLA	LPL Financial Holdings Inc. This page	40,238	$11,334,239
4	HLI	Houlihan Lokey, Inc.	77,994	$10,461,334
5	MS	Morgan Stanley	21,946	$4,587,591
6	EVR	Evercore Inc.	11,906	$4,065,183
7	FIGR	Figure Technology Solutions, Inc.	71,239	$2,187,749
8	HOOD	Robinhood Markets, Inc.	13,632	$1,367,016

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,334,239	40,238	-0.5%	Shares	Sole	2026-07-28
2026-03-31	$12,168,873	40,451	+11.2%	Shares	Sole	2026-04-28
2025-12-31	$12,994,201	36,381	+3.5%	Shares	Sole	2026-01-26
2025-09-30	$11,697,712	35,161	+40.2%	Shares	Sole	2025-10-31
2025-06-30	$9,402,746	25,076	+2.9%	Shares	Sole	2025-07-30
2025-03-31	$7,971,093	24,366	+2.2%	Shares	Sole	2025-05-02
2024-12-31	$7,783,018	23,837	+4.6%	Shares	Sole	2025-02-11
2024-09-30	$5,300,241	22,784	+4.7%	Shares	Sole	2024-10-21
2024-06-30	$6,077,009	21,758	+5.3%	Shares	Sole	2024-07-29
2024-03-31	$5,458,899	20,662	+43861.7%	Shares	Sole	2024-05-02
2023-09-30	$11,169	47	-76.6%	Shares	Sole	2023-10-27
2023-03-31	$40,682	201	+2412.5%	Shares	Sole	2023-04-21
2022-09-30	$1,747	8	0.0%	Shares	Sole	2022-10-21
2022-06-30	$1,475	8	0.0%	Shares	Sole	2022-07-28
2022-03-31	$1,461	8	—	Shares	Sole	2022-04-29
No filing history on record for this holder in this stock.