Position in PWP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,253,068
-$1,862,619 QoQ
Shares Held
830,393
-0.2% QoQ
Ownership
0.883%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#26
of 163 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Russell Investments Group, Ltd. holds $1,119,691,007 across 48 Capital Markets names. PWP ranks #15 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,100,822 | $230,115,822 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,223,546 | $205,166,576 | |
| 3 | GS |
Goldman Sachs Group Inc
|
201,559 | $203,850,719 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,406,208 | $122,396,337 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
541,932 | $54,344,935 | |
| 6 | SNEX |
StoneX Group Inc.
|
473,961 | $37,442,916 | |
| 7 | XP |
XP Inc.
|
1,901,484 | $30,918,123 | |
| 8 | SF |
Stifel Financial Corp
|
401,003 | $27,977,971 |
All Filings in PWP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,253,068 | 830,393 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $15,115,687 | 832,362 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $12,493,362 | 722,160 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $14,841,292 | 696,121 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $10,580,710 | 544,836 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $11,004,741 | 598,084 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $15,769,292 | 661,464 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $9,891,159 | 512,230 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $9,561,969 | 588,429 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $15,744,209 | 1,114,240 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $11,594,918 | 948,072 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $15,495,769 | 1,522,178 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,551,916 | 1,506,833 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $4,663,602 | 512,484 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $5,168,773 | 527,426 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,838,642 | 290,465 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $1,553,011 | 266,383 | Shares | Sole | 2022-07-29 | |
| 2021-12-31 | $1,867,014 | 145,180 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $2,973,497 | 224,415 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $813,394 | 63,250 | Shares | Defined | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||