Position in PWP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,024,631
+$270,011 QoQ
Shares Held
64,200
+54.5% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 163 holders
Holding Since
Dec 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, 2026Legal & General Group Plc holds $5,521,866,523 across 46 Capital Markets names. PWP ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,948,308 | $1,970,460,261 | |
| 2 | MS |
Morgan Stanley
|
7,494,442 | $1,566,638,155 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,403,634 | $867,673,308 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,240,596 | $425,246,966 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,286,593 | $199,025,053 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
283,459 | $79,844,729 | |
| 7 | IREN |
IREN Ltd
|
1,321,600 | $60,436,767 | |
| 8 | XP |
XP Inc.
|
2,806,911 | $45,640,371 |
All Filings in PWP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,024,631 | 64,200 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $754,620 | 41,554 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $932,831 | 53,921 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,154,797 | 54,165 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,162,752 | 59,874 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $886,528 | 48,181 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,149,563 | 48,220 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $900,424 | 46,630 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $685,927 | 42,211 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $531,046 | 37,583 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $461,021 | 37,696 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $385,088 | 37,828 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $220,952 | 26,525 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $156,073 | 17,151 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $161,905 | 16,521 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $105,507 | 16,668 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $90,953 | 15,601 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $110,469 | 11,690 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $150,332 | 11,690 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||