Position in PWP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$36,212,138
+$488,332 QoQ
Shares Held
2,268,931
+15.3% QoQ
Ownership
2.41%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#11
of 163 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 98%
None 2%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $6,805,114,739 across 38 Capital Markets names. PWP ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,101,563 | $2,947,790,726 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,407,422 | $1,423,424,385 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,530,896 | $1,156,225,772 | |
| 4 | HUT |
Hut 8 Corp.
|
1,805,197 | $208,400,965 | |
| 5 | MC |
Moelis & Co
|
2,344,828 | $153,398,644 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
1,223,763 | $122,718,951 | |
| 7 | SNEX |
StoneX Group Inc.
|
1,371,951 | $108,384,128 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
3,185,945 | $87,231,173 |
All Filings in PWP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,212,138 | 2,268,931 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $35,723,806 | 1,967,170 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $27,611,180 | 1,596,022 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $33,645,048 | 1,578,098 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $30,587,722 | 1,575,063 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,137,572 | 877,042 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $19,530,441 | 819,230 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $16,054,892 | 831,429 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,642,265 | 162,601 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $950,708 | 67,283 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,236,855 | 101,133 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $846,161 | 83,120 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $692,389 | 83,120 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,031,767 | 113,381 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $594,076 | 60,620 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $567,927 | 89,720 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $523,067 | 89,720 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $568,890 | 60,200 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $588,988 | 45,800 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||