Position in PWP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$229,578
+$150,794 QoQ
Shares Held
12,642
+177.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CWM, LLC holds $141,422,570 across 45 Capital Markets names. PWP ranks #21 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
213,933 | $35,206,953 | |
| 2 | GS |
Goldman Sachs Group Inc
|
39,162 | $33,130,660 | |
| 3 | MKTX |
Marketaxess Holdings Inc
|
73,978 | $12,204,890 | |
| 4 | EVR |
Evercore Inc.
|
39,349 | $11,746,069 | |
| 5 | SCHW |
Schwab Charles Corp
|
119,975 | $11,275,250 | |
| 6 | SF |
Stifel Financial Corp
|
140,171 | $10,361,440 | |
| 7 | TW |
Tradeweb Markets Inc.
|
68,901 | $8,106,891 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
118,246 | $4,880,012 |
All Filings in PWP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,578 | 12,642 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $78,784 | 4,554 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $93,765 | 4,398 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $76,437 | 3,936 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $27,600 | 1,500 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $26,700 | 1,120 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $19,908 | 1,031 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $14,413 | 887 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $11,727 | 830 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $10,053 | 822 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,367 | 822 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,539 | 785 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,589 | 834 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $7,457 | 761 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,817 | 761 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $518 | 89 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||