Position in PWP
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,470
+$69 QoQ
Shares Held
81
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 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, 2026Johnson Financial Group, Inc. holds $1,684,350 across 8 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
8,845 | $816,127 | |
| 2 | MS |
Morgan Stanley
|
2,617 | $547,057 | |
| 3 | SF |
Stifel Financial Corp
|
2,530 | $176,518 | |
| 4 | GS |
Goldman Sachs Group Inc
|
125 | $126,420 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
75 | $7,521 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
181 | $5,558 | |
| 7 | IREN |
IREN Ltd
|
62 | $2,835 | |
| 8 | PIPR |
Piper Sandler Companies
|
32 | $2,314 |
All Filings in PWP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,470 | 81 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,401 | 81 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,726 | 81 | Shares | Defined | 2025-11-13 | |
| 2024-12-31 | $3,623 | 152 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,688 | 191 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||