Position in HGBL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$434,812
-$30,489 QoQ
Shares Held
359,349
+5.0% QoQ
Ownership
1.04%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 36 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HGBL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $23,930,464,672 across 71 Capital Markets names. HGBL ranks #53 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,948,585 | $7,027,590,410 | |
| 2 | MS |
Morgan Stanley
|
27,346,327 | $5,716,476,195 | |
| 3 | SCHW |
Schwab Charles Corp
|
37,293,274 | $3,441,050,391 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
22,597,737 | $2,266,101,065 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
10,641,906 | $926,271,497 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,502,575 | $423,245,325 | |
| 7 | EVR |
Evercore Inc.
|
1,098,427 | $375,046,913 | |
| 8 | HUT |
Hut 8 Corp.
|
2,755,313 | $318,087,108 |
All Filings in HGBL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,812 | 359,349 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $465,301 | 342,134 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $446,618 | 360,176 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $593,904 | 357,774 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $828,163 | 373,047 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $818,547 | 375,481 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $669,018 | 361,632 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $570,183 | 335,402 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $805,796 | 327,560 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $845,547 | 320,283 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $882,786 | 317,549 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $951,381 | 304,930 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,018,468 | 281,345 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $588,242 | 250,316 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $391,112 | 242,927 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $362,503 | 241,669 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $198,888 | 147,325 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $275,497 | 147,325 | Shares | Defined | 2022-02-11 | |
| 2021-06-30 | $372,732 | 147,325 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $372,822 | 130,815 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||