Position in PWP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$209,728
-$9,807 QoQ
Shares Held
13,141
+8.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#118
of 163 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ROYAL BANK OF CANADA holds $4,147,675,208 across 62 Capital Markets names. PWP ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,486,449 | $1,503,349,918 | |
| 2 | MS |
Morgan Stanley
|
6,695,389 | $1,399,604,109 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,204,548 | $480,223,634 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
1,992,096 | $267,199,828 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,624,116 | $162,866,348 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
1,462,963 | $127,336,294 | |
| 7 | MC |
Moelis & Co
|
533,542 | $34,904,315 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
84,257 | $23,733,508 |
All Filings in PWP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,728 | 13,141 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $219,535 | 12,089 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $369,128 | 21,337 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,782,180 | 83,592 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $444,483 | 22,888 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $13,118 | 713 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $600,910 | 25,206 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $551,511 | 28,561 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $481,584 | 29,636 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $32,624 | 2,309 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $140,509 | 11,489 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $53,628 | 5,268 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $22,049 | 2,647 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $402,665 | 44,249 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $465,940 | 47,545 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $267,156 | 42,205 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $177,948 | 30,523 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $526,666 | 55,732 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $671,960 | 52,252 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $548,947 | 41,430 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $386,391 | 30,046 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||