Position in HGBL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$141,044
-$17,485 QoQ
Shares Held
116,566
0.0% QoQ
Ownership
0.337%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 36 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in HGBL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STATE STREET CORP holds $57,853,517,382 across 59 Capital Markets names. HGBL ranks #53 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
99,560,815 | $20,812,192,767 | |
| 2 | GS |
Goldman Sachs Group Inc
|
18,830,464 | $19,044,566,375 | |
| 3 | SCHW |
Schwab Charles Corp
|
73,174,188 | $6,751,782,326 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
34,671,148 | $3,476,822,721 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
19,437,767 | $1,691,863,239 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,934,239 | $544,836,441 | |
| 7 | EVR |
Evercore Inc.
|
1,206,119 | $411,817,271 | |
| 8 | SNEX |
StoneX Group Inc.
|
4,352,535 | $343,850,265 |
All Filings in HGBL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,044 | 116,566 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $158,529 | 116,566 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $144,541 | 116,566 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $193,499 | 116,566 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $258,776 | 116,566 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $254,113 | 116,566 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $217,867 | 117,766 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $175,042 | 102,966 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $253,296 | 102,966 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $264,702 | 100,266 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $288,191 | 103,666 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $290,677 | 93,166 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $337,260 | 93,166 | Shares | Defined | 2023-08-14 | |
| 2022-09-30 | $38,430 | 23,870 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $35,805 | 23,870 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $15,998 | 11,851 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||