Position in PWP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$40,588,082
+$4,561,475 QoQ
Shares Held
2,543,113
+28.2% QoQ
Ownership
2.70%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#10
of 163 holders
Holding Since
Jun 2021
21 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, 2026Boston Partners holds $3,984,429,559 across 15 Capital Markets names. PWP ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
4,250,828 | $1,197,373,229 | |
| 2 | MS |
Morgan Stanley
|
4,685,095 | $979,372,257 | |
| 3 | GS |
Goldman Sachs Group Inc
|
949,277 | $960,070,277 | |
| 4 | SF |
Stifel Financial Corp
|
4,403,821 | $307,254,589 | |
| 5 | EVR |
Evercore Inc.
|
614,517 | $209,820,682 | |
| 6 | SCHW |
Schwab Charles Corp
|
998,920 | $92,170,346 | |
| 7 | SNEX |
StoneX Group Inc.
|
1,087,760 | $85,933,000 | |
| 8 | BGC |
BGC Group, Inc.
|
7,226,432 | $77,250,557 |
All Filings in PWP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,588,082 | 2,543,113 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $36,026,607 | 1,983,844 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $23,855,644 | 1,378,939 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,109,583 | 755,609 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $11,388,256 | 586,419 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $9,018,189 | 490,119 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,017,701 | 336,313 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $9,655,386 | 500,020 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $7,639,417 | 470,118 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,559,097 | 534,968 | Shares | Defined | 2024-05-28 | |
| 2023-12-31 | $1,881,915 | 153,877 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $3,515,530 | 345,337 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $2,523,465 | 302,937 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $469,414 | 51,584 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $3,290,751 | 335,791 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $2,146,040 | 339,027 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,977,821 | 339,249 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $3,008,000 | 318,307 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $4,144,031 | 322,242 | Shares | Defined | 2022-02-04 | |
| 2021-09-30 | $4,315,590 | 325,705 | Shares | Other | 2021-11-05 | |
| 2021-06-30 | $4,073,957 | 316,793 | Shares | Defined | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||