Position in PWCM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,909
-$51,686 QoQ
Shares Held
3,197
-68.6% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 15 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWCM Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $23,930,464,672 across 71 Capital Markets names. PWCM ranks #71 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,948,585 | $7,027,590,410 | |
| 2 | MS |
Morgan Stanley
|
27,346,327 | $5,716,476,195 | |
| 3 | SCHW |
Schwab Charles Corp
|
37,293,274 | $3,441,050,391 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
22,597,737 | $2,266,101,065 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
10,641,906 | $926,271,497 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,502,575 | $423,245,325 | |
| 7 | EVR |
Evercore Inc.
|
1,098,427 | $375,046,913 | |
| 8 | HUT |
Hut 8 Corp.
|
2,755,313 | $318,087,108 |
All Filings in PWCM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,909 | 79,929 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $63,595 | 254,381 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $26,887 | 60,558 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $51,339 | 45,035 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $190,409 | 66,577 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $79,419 | 64,049 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $111,389 | 51,809 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $116,590 | 43,831 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $181,601 | 44,840 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $155,414 | 42,463 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||