Position in PIPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,582,516
+$4,072,066 QoQ
Shares Held
132,465
+84.0% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PIPR 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. PIPR ranks #20 (0.3% 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 PIPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,582,516 | 132,465 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,510,450 | 71,985 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $10,603,367 | 31,213 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,571,321 | 21,820 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,656,020 | 13,154 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,934,274 | 11,848 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,444,325 | 11,483 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,517,393 | 8,870 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,001,096 | 8,694 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,707,012 | 8,600 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,817,422 | 10,393 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,315,635 | 9,054 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,740,355 | 13,464 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,316,379 | 9,497 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $754,840 | 5,798 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $683,322 | 6,524 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $733,098 | 6,467 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,260,123 | 17,220 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,973,095 | 22,257 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,950,757 | 86,312 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,980,078 | 84,749 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $10,101,943 | 92,129 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $14,343,338 | 142,154 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $11,287,625 | 154,625 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $9,511,565 | 160,777 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $7,110,849 | 140,614 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||