Position in PWP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,471,447
-$123,235 QoQ
Shares Held
92,196
+5.0% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 163 holders
Holding Since
Jun 2022
17 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, 2026Invesco Ltd. holds $9,344,402,535 across 51 Capital Markets names. PWP ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,508,431 | $2,536,951,850 | |
| 2 | MS |
Morgan Stanley
|
9,205,421 | $1,924,301,199 | |
| 3 | SCHW |
Schwab Charles Corp
|
13,090,710 | $1,207,879,801 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,708,980 | $845,069,614 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,517,212 | $553,266,013 | |
| 6 | EVR |
Evercore Inc.
|
1,602,673 | $547,216,665 | |
| 7 | PIPR |
Piper Sandler Companies
|
3,141,984 | $227,291,116 | |
| 8 | WULF |
Terawulf Inc.
|
7,107,793 | $175,562,486 |
All Filings in PWP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,471,447 | 92,196 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,594,682 | 87,813 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,216,353 | 128,113 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $2,400,801 | 112,608 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,201,708 | 61,880 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,193,091 | 64,842 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $6,287,536 | 263,739 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,629,500 | 291,533 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,166,863 | 71,807 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $867,199 | 61,373 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $902,304 | 73,778 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $809,247 | 79,494 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $557,517 | 66,929 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $453,460 | 49,831 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,053,273 | 107,477 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $137,587 | 21,736 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $119,268 | 20,458 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||