Position in PWP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$321,801
+$34,003 QoQ
Shares Held
20,163
+27.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#101
of 163 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026COMMERCE BANK holds $363,398,585 across 12 Capital Markets names. PWP ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,219,953 | $255,018,974 | |
| 2 | GS |
Goldman Sachs Group Inc
|
61,807 | $62,509,745 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
224,334 | $19,526,030 | |
| 4 | SCHW |
Schwab Charles Corp
|
88,912 | $8,203,909 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
35,858 | $4,809,632 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
87,675 | $4,381,996 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
13,172 | $3,710,288 | |
| 8 | TW |
Tradeweb Markets Inc.
|
14,736 | $1,468,588 |
All Filings in PWP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,801 | 20,163 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $287,798 | 15,848 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $208,292 | 12,040 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $259,250 | 12,160 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $248,769 | 12,810 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $235,704 | 12,810 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $308,131 | 12,925 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $252,284 | 13,065 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $219,049 | 13,480 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $190,471 | 13,480 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||