Position in PWP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,723
+$162 QoQ
Shares Held
108
+25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#149
of 163 holders
Holding Since
Dec 2024
7 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, 2026SIGNATUREFD, LLC holds $23,761,757 across 37 Capital Markets names. PWP ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,074 | $7,154,431 | |
| 2 | MS |
Morgan Stanley
|
30,969 | $6,473,759 | |
| 3 | SCHW |
Schwab Charles Corp
|
31,293 | $2,887,405 | |
| 4 | SBET |
Sharplink, Inc.
|
400,200 | $1,920,960 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
11,593 | $1,162,546 | |
| 6 | NMR |
Nomura Holdings Inc
|
130,195 | $1,143,112 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,951 | $430,935 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
1,286 | $362,240 |
All Filings in PWP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,723 | 108 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,561 | 86 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,909 | 226 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,455 | 209 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,534 | 182 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,024 | 110 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,361 | 141 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||