Position in PWP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,737
+$11,895 QoQ
Shares Held
1,362
+151.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#135
of 163 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $82,613,733 across 48 Capital Markets names. PWP ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
105,002 | $21,949,618 | |
| 2 | GS |
Goldman Sachs Group Inc
|
21,336 | $21,578,590 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
94,163 | $9,442,665 | |
| 4 | SCHW |
Schwab Charles Corp
|
92,395 | $8,525,286 | |
| 5 | EVR |
Evercore Inc.
|
20,526 | $7,008,397 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
40,700 | $2,034,186 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
22,108 | $1,924,280 | |
| 8 | TW |
Tradeweb Markets Inc.
|
13,827 | $1,377,998 |
All Filings in PWP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,737 | 1,362 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,842 | 542 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,677 | 675 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,844 | 837 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,068 | 55 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,489 | 244 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,160 | 594 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,566 | 599 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $10,042 | 618 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $494 | 35 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||