Global Retirement Partners, LLC
PensionPosition in PWP — Perella Weinberg Partners
CIK 1749744
San Rafael, CA
Position in PWP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$112,294
+$111,118 QoQ
Shares Held
7,036
+10247.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#129
of 163 holders
Holding Since
Dec 2024
5 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, 2026Global Retirement Partners, LLC holds $39,468,902 across 44 Capital Markets names. PWP ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,419 | $14,582,944 | |
| 2 | MS |
Morgan Stanley
|
46,158 | $9,648,868 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
36,502 | $3,660,420 | |
| 4 | SCHW |
Schwab Charles Corp
|
27,556 | $2,542,592 | |
| 5 | SNEX |
StoneX Group Inc.
|
31,142 | $2,460,178 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
53,659 | $1,467,037 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
10,018 | $871,966 | |
| 8 | HUT |
Hut 8 Corp.
|
4,865 | $561,639 |
All Filings in PWP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,294 | 7,036 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,176 | 68 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,002 | 47 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $621 | 32 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $3,742 | 157 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||