Position in PWP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,415,348
-$12,772 QoQ
Shares Held
88,681
+12.8% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 163 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RHUMBLINE ADVISERS holds $1,749,944,472 across 49 Capital Markets names. PWP ranks #34 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
485,235 | $490,752,121 | |
| 2 | MS |
Morgan Stanley
|
2,093,599 | $437,645,934 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,784,184 | $256,896,657 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,403,952 | $140,788,306 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
761,578 | $66,287,749 | |
| 6 | EVR |
Evercore Inc.
|
99,799 | $34,075,370 | |
| 7 | SF |
Stifel Financial Corp
|
389,273 | $27,159,577 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
92,497 | $26,054,554 |
All Filings in PWP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,415,348 | 88,681 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,428,120 | 78,641 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,316,581 | 76,103 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,855,266 | 87,020 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,584,438 | 81,588 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,339,538 | 72,801 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $1,689,326 | 70,861 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $1,351,835 | 70,007 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,151,588 | 70,867 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $789,711 | 55,889 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $684,305 | 55,953 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $571,912 | 56,180 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $466,788 | 56,037 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $466,047 | 51,214 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $513,206 | 52,368 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $354,758 | 56,044 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $315,397 | 54,099 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||