Position in PWP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$341,008
+$60,333 QoQ
Shares Held
18,778
+15.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Mariner, LLC holds $770,115,959 across 31 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,375,832 | $219,218,018 | |
| 2 | GS |
Goldman Sachs Group Inc
|
209,144 | $211,521,966 | |
| 3 | MS |
Morgan Stanley
|
927,484 | $193,881,255 | |
| 4 | SNEX |
StoneX Group Inc.
|
417,024 | $32,944,896 | |
| 5 | EVR |
Evercore Inc.
|
61,662 | $21,053,872 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
206,356 | $20,693,378 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
334,270 | $16,706,813 | |
| 8 | TW |
Tradeweb Markets Inc.
|
78,519 | $7,825,203 |
All Filings in PWP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $341,008 | 18,778 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $280,675 | 16,224 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $352,888 | 16,552 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $317,031 | 16,325 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $311,199 | 16,913 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $413,719 | 17,354 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $340,319 | 17,624 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $287,105 | 17,668 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $253,520 | 17,942 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $222,280 | 18,175 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $191,872 | 18,848 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $188,399 | 22,617 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $251,342 | 27,620 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $292,951 | 29,893 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||