Position in PWP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$50,162
+$36,851 QoQ
Shares Held
3,143
+328.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#133
of 163 holders
Holding Since
Dec 2023
8 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, 2026Allworth Financial LP holds $32,429,746 across 49 Capital Markets names. PWP ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,450 | $10,568,815 | |
| 2 | MS |
Morgan Stanley
|
43,540 | $9,101,600 | |
| 3 | SCHW |
Schwab Charles Corp
|
51,751 | $4,775,064 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,528 | $1,657,427 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
4,107 | $1,156,859 | |
| 6 | EVR |
Evercore Inc.
|
2,123 | $724,877 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
6,968 | $606,494 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
11,649 | $582,217 |
All Filings in PWP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,162 | 3,143 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $13,311 | 733 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $449 | 26 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $362 | 17 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $38 | 2 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $772 | 42 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $452 | 19 | Shares | Sole | 2025-01-30 | |
| 2023-12-31 | $44,028 | 3,600 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||