Position in PWP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,180,644
+$273,332 QoQ
Shares Held
1,515,078
+15.1% QoQ
Ownership
1.61%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 163 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $15,600,707,082 across 48 Capital Markets names. PWP ranks #29 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,680,811 | $6,756,771,817 | |
| 2 | MS |
Morgan Stanley
|
16,651,161 | $3,480,758,693 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,993,144 | $1,475,687,393 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,640,064 | $665,865,613 | |
| 5 | IREN |
IREN Ltd
|
14,211,325 | $649,883,890 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,954,055 | $518,240,943 | |
| 7 | FUTU |
Futu Holdings Ltd
|
3,044,995 | $285,437,828 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
815,663 | $229,755,952 |
All Filings in PWP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,180,644 | 1,515,078 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $23,907,312 | 1,316,482 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $16,089,153 | 930,009 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $19,714,302 | 924,686 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $17,609,569 | 906,775 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,646,941 | 959,073 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $16,031,944 | 672,481 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,886,171 | 460,185 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,287,057 | 263,819 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,334,113 | 235,960 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,813,744 | 148,303 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,132,197 | 111,218 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $402,046 | 48,265 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $634,859 | 69,765 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,330,920 | 850,094 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $5,128,964 | 810,263 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,244,724 | 1,242,663 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,410,283 | 784,157 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,100,313 | 241,082 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $10,626 | 802 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||