Position in PWP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,391,152
-$103,650 QoQ
Shares Held
87,165
+5.9% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 163 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BARCLAYS PLC holds $3,680,089,370 across 60 Capital Markets names. PWP ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,444,543 | $1,460,967,451 | |
| 2 | MS |
Morgan Stanley
|
4,005,043 | $837,214,187 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,656,904 | $337,422,531 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,165,076 | $317,393,820 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,618,674 | $227,929,384 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
1,596,595 | $79,797,816 | |
| 7 | IREN |
IREN Ltd
|
1,162,618 | $53,166,520 | |
| 8 | WULF |
Terawulf Inc.
|
2,151,514 | $53,142,395 |
All Filings in PWP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,391,152 | 87,165 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,494,802 | 82,313 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,676,421 | 96,903 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,019,429 | 94,720 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $4,857,873 | 250,148 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $4,466,985 | 242,771 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $4,828,005 | 202,517 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $3,599,132 | 186,387 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $3,004,137 | 184,870 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $3,211,367 | 227,273 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $1,482,471 | 121,216 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $625,163 | 61,411 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $435,042 | 52,226 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $347,856 | 38,226 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $309,239 | 31,555 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $287,007 | 45,341 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $273,147 | 46,852 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $364,004 | 38,519 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||