Position in PWP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,578,286
-$1,076,570 QoQ
Shares Held
474,830
-0.4% QoQ
Ownership
0.505%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#38
of 163 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LOOMIS SAYLES & CO L P holds $471,864,983 across 11 Capital Markets names. PWP ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
191,453 | $193,629,820 | |
| 2 | MRX |
Marex Group Ltd
|
1,626,702 | $99,147,486 | |
| 3 | SF |
Stifel Financial Corp
|
651,894 | $45,482,643 | |
| 4 | PJT |
PJT Partners Inc.
|
275,858 | $41,638,006 | |
| 5 | PIPR |
Piper Sandler Companies
|
500,598 | $36,213,258 | |
| 6 | SNEX |
StoneX Group Inc.
|
318,082 | $25,128,517 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
238,730 | $11,931,724 | |
| 8 | MS |
Morgan Stanley
|
49,868 | $10,424,406 |
All Filings in PWP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,578,286 | 474,830 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $8,654,856 | 476,589 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $8,908,374 | 514,935 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $10,974,363 | 514,745 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,755,578 | 502,347 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $6,081,255 | 330,503 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||