Position in PWP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,847,847
+$169,937 QoQ
Shares Held
115,780
+25.3% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 163 holders
Holding Since
Sep 2021
19 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, 2026WELLS FARGO & COMPANY/MN holds $3,661,176,885 across 55 Capital Markets names. PWP ranks #31 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,532,973 | $1,550,402,899 | |
| 2 | MS |
Morgan Stanley
|
4,469,936 | $934,395,418 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,189,572 | $294,301,805 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,273,543 | $197,889,180 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,189,360 | $119,269,018 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
387,223 | $109,072,972 | |
| 7 | MC |
Moelis & Co
|
930,431 | $60,868,795 | |
| 8 | IREN |
IREN Ltd
|
1,290,811 | $59,028,785 |
All Filings in PWP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,847,847 | 115,780 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,677,910 | 92,396 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,317,316 | 133,949 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,924,043 | 90,246 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,375,322 | 70,820 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,186,652 | 64,492 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,495,314 | 62,723 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $808,218 | 41,855 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $693,029 | 42,648 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $205,492 | 14,543 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $133,417 | 10,909 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $85,644 | 8,413 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $148,157 | 17,786 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $64,910 | 7,133 | Shares | Defined | 2023-05-12 | |
| 2022-09-30 | $4,418 | 698 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,972 | 1,196 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,544 | 481 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,752 | 214 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,795 | 211 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||