Position in PURR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$962,611
New position
Shares Held
122,314
first reported quarter
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 177 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $454,652,103 across 29 Capital Markets names. PURR ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
156,956 | $158,740,588 | |
| 2 | MS |
Morgan Stanley
|
565,775 | $118,269,604 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,274,680 | $117,614,722 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
50,282 | $14,163,433 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
151,397 | $13,177,594 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
67,846 | $6,803,596 | |
| 7 | IREN |
IREN Ltd
|
102,943 | $4,707,582 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
53,446 | $3,183,778 |
All Filings in PURR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $962,611 | 122,314 | Shares | Defined | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||