Position in COHN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,025
-$2,101 QoQ
Shares Held
1,401
+0.1% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 14 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COHN Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,661,176,885 across 55 Capital Markets names. COHN ranks #47 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,532,973 | $1,550,402,899 | |
| 2 | MS |
Morgan Stanley
|
4,469,936 | $934,395,418 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,189,572 | $294,301,805 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,273,543 | $197,889,180 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,189,360 | $119,269,018 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
387,223 | $109,072,972 | |
| 7 | MC |
Moelis & Co
|
930,431 | $60,868,795 | |
| 8 | IREN |
IREN Ltd
|
1,290,811 | $59,028,785 |
All Filings in COHN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,025 | 1,401 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $21,126 | 1,400 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $32,998 | 1,400 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $15,705 | 1,401 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,972 | 400 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,272 | 400 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,140 | 400 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8 | 1 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1 | 0 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $35 | 5 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $39 | 6 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $39 | 6 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $24 | 6 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $34 | 5 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $49 | 6 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $42 | 5 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $53 | 5 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $80 | 5 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $74 | 5 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $115 | 6 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $93 | 5 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $212 | 9 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $9,885 | 605 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $97 | 5 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $18 | 2 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $6 | 2 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||