Position in PWP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,065
+$4,271 QoQ
Shares Held
568
+115.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#138
of 163 holders
Holding Since
Mar 2023
14 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, 2026Parallel Advisors, LLC holds $35,201,514 across 43 Capital Markets names. PWP ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
57,472 | $12,013,946 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,586 | $7,672,252 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
75,344 | $7,555,496 | |
| 4 | SCHW |
Schwab Charles Corp
|
37,553 | $3,465,015 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
2,615 | $736,593 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
7,071 | $615,459 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
9,639 | $481,757 | |
| 8 | EVR |
Evercore Inc.
|
986 | $336,659 |
All Filings in PWP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,065 | 568 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,794 | 264 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,148 | 182 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,965 | 186 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,534 | 182 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $4,084 | 222 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $4,338 | 182 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,514 | 182 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,957 | 182 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,571 | 182 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,225 | 182 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,852 | 182 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $1,516 | 182 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $25,516 | 2,804 | Shares | Sole | 2024-05-20 | |
| No filing history on record for this holder in this stock. | ||||||