Position in PIPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,985,863
-$4,769,644 QoQ
Shares Held
234,806
-17.4% QoQ
Ownership
0.332%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $15,600,707,082 across 48 Capital Markets names. PIPR ranks #32 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,680,811 | $6,756,771,817 | |
| 2 | MS |
Morgan Stanley
|
16,651,161 | $3,480,758,693 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,993,144 | $1,475,687,393 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,640,064 | $665,865,613 | |
| 5 | IREN |
IREN Ltd
|
14,211,325 | $649,883,890 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,954,055 | $518,240,943 | |
| 7 | FUTU |
Futu Holdings Ltd
|
3,044,995 | $285,437,828 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
815,663 | $229,755,952 |
All Filings in PIPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,985,863 | 234,806 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $21,755,507 | 284,200 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $22,127,007 | 65,135 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $21,217,046 | 61,146 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $12,088,719 | 43,494 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,829,325 | 35,651 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,872,784 | 26,247 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,806,630 | 38,077 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,017,880 | 30,490 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,253,835 | 21,431 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,285,081 | 41,660 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,246,391 | 29,223 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,415,866 | 18,690 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,177,426 | 30,138 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,425,427 | 26,311 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,755,544 | 16,761 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,391,551 | 21,097 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,993,803 | 30,429 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,323,728 | 41,027 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $4,530,685 | 32,722 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,676,003 | 28,373 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $7,288,214 | 66,468 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,669,648 | 46,280 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $3,720,883 | 50,971 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,644,787 | 61,609 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,506,421 | 69,338 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||