Position in PWP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,123,177
-$235,580 QoQ
Shares Held
508,971
+10.6% QoQ
Ownership
0.541%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 163 holders
Holding Since
Mar 2026
2 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, 2026VANGUARD FIDUCIARY TRUST CO holds $5,707,024,480 across 61 Capital Markets names. PWP ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,588,934 | $1,607,000,179 | |
| 2 | MS |
Morgan Stanley
|
6,709,499 | $1,402,553,670 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,209,119 | $849,725,410 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,524,046 | $453,671,332 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,505,131 | $218,046,602 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
510,067 | $143,675,672 | |
| 7 | EVR |
Evercore Inc.
|
243,109 | $83,007,136 | |
| 8 | HUT |
Hut 8 Corp.
|
696,208 | $80,373,732 |
All Filings in PWP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,123,177 | 508,971 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,358,757 | 460,284 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||