WHITTIER TRUST CO OF NEVADA INC
BankPosition in LPLA — LPL Financial Holdings Inc.
CIK 1263548
RENO, NV
Position in LPLA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,738,665
-$539,054 QoQ
Shares Held
20,373
-2.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#205
of 761 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WHITTIER TRUST CO OF NEVADA INC holds $69,666,007 across 19 Capital Markets names. LPLA ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
41,410 | $41,880,831 | |
| 2 | SCHW |
Schwab Charles Corp
|
120,385 | $11,107,923 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
20,373 | $5,738,665 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
38,849 | $5,210,815 | |
| 5 | EVR |
Evercore Inc.
|
5,822 | $1,987,862 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
25,315 | $1,265,243 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
36,591 | $1,123,708 | |
| 8 | MS |
Morgan Stanley
|
3,999 | $835,950 |
All Filings in LPLA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,738,665 | 20,373 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,277,719 | 20,868 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,064,822 | 19,780 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,455,848 | 19,405 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,186,959 | 13,833 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,389,236 | 13,417 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,233,201 | 12,965 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,868,792 | 12,332 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,306,073 | 11,837 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,958,775 | 11,199 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $19,802 | 87 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $53,946 | 227 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $52,400 | 241 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $43,111 | 213 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $33,074 | 153 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $44,351 | 203 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $35,051 | 190 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $12,056 | 66 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||