Dorsey & Whitney Trust Co. LLC
Dorsey & Whitney Trust Company LLC is a licensed trust company headquartered in Sioux Falls, South Dakota. It provides personalized fiduciary administration, trust, and wealth management services designed for clients who value the integration of legal, estate planning, and fiduciary account management. The firm focuses on serving individuals, families, and institutions seeking direct interaction with legal advisors for their trust and estate needs. While the precise founding year and employee count are not publicly stated, it is operated as an affiliate of the Dorsey & Whitney LLP law firm and emphasizes seamless, high-quality estate and trust solutions for its clients.
Investment Strategy
Dorsey & Whitney Trust Company specializes in the management of trusts and fiduciary accounts, delivering coordinated estate administration and wealth management solutions. Its approach is centered on individualized service, integrating estate planning with fiduciary administration to ensure comprehensive, legally-informed wealth preservation and transfer. The firm tailors portfolio management to client goals, combining prudent investment selection—often in diversified blue-chip stocks and ETFs—with an emphasis on safeguarding client assets and meeting long-term financial and family needs.
Top Holdings
Equity Positions (678)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft CORP | 4.96% | $93.7M | 188,440 | $194.86 | $497.41 | +$24.3M |
N NVDA | NVIDIA Corp | 4.17% | $78.8M | 499,060 | $13.50 | $157.99 | +$24.4M |
P PCAR | PACCAR Inc | 2.41% | $45.6M | 479,352 | $98.87 | $95.06 | -$1.1M |
A AAPL | Apple Inc | 2.40% | $45.3M | 220,882 | $108.84 | $205.17 | -$5.7M |
V VOYG | Voyager Technologies Inc | 2.20% | $41.6M | 1,060,040 | $39.25 | $39.25 | +$41.6M |