Position in HLI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$589,098
+$291,231 QoQ
Shares Held
4,392
+111.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#266
of 514 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GLENMEDE TRUST CO NA holds $201,194,371 across 17 Capital Markets names. HLI ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
949,485 | $87,608,980 | |
| 2 | MS |
Morgan Stanley
|
149,917 | $31,338,648 | |
| 3 | GS |
Goldman Sachs Group Inc
|
25,958 | $26,253,141 | |
| 4 | MRX |
Marex Group Ltd
|
295,517 | $18,011,760 | |
| 5 | SF |
Stifel Financial Corp
|
244,976 | $17,091,974 | |
| 6 | EVR |
Evercore Inc.
|
32,284 | $11,023,048 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
64,324 | $1,761,191 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
15,107 | $1,514,929 |
All Filings in HLI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,098 | 4,392 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $297,867 | 2,074 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $353,431 | 2,029 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $510,501 | 3,161 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $552,933 | 3,184 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $571,715 | 3,618 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $431,416 | 3,199 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $303,041 | 2,364 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $295,578 | 2,465 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $271,977 | 2,539 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $279,495 | 2,843 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $248,734 | 2,843 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $243,089 | 2,789 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $353,306 | 4,687 | Shares | Sole | 2022-11-16 | |
| 2022-03-31 | $294,744 | 3,357 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,516,049 | 14,645 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $1,350,830 | 14,667 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,164,526 | 14,238 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $958,542 | 14,412 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $853,148 | 12,690 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $621,206 | 10,520 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $447,846 | 8,049 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $155,421 | 2,982 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||