Position in PIPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,752,917
-$8,795,880 QoQ
Shares Held
190,115
-35.5% QoQ
Ownership
0.269%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 415 holders
Holding Since
Mar 2021
6 quarters on record
Voting authority
Sole 0%
Shared 59%
None 41%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $5,382,471,364 across 26 Capital Markets names. PIPR ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,136,909 | $1,149,835,651 | |
| 2 | MS |
Morgan Stanley
|
5,129,203 | $1,072,208,592 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,971,114 | $735,494,688 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
7,382,141 | $642,541,548 | |
| 5 | TW |
Tradeweb Markets Inc.
|
6,204,054 | $618,296,019 | |
| 6 | EVR |
Evercore Inc.
|
624,987 | $213,395,560 | |
| 7 | SF |
Stifel Financial Corp
|
2,565,429 | $178,989,979 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
929,760 | $124,708,706 |
All Filings in PIPR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,752,917 | 190,115 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $22,548,797 | 294,563 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $27,783,520 | 81,786 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $38,424,977 | 110,738 | Shares | Defined | 2025-11-14 | |
| 2023-03-31 | $301,338 | 2,174 | Shares | Defined | 2023-05-12 | |
| 2021-03-31 | $284,870 | 2,598 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||