Position in PWP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,092
-$1,529 QoQ
Shares Held
695
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#137
of 163 holders
Holding Since
Sep 2022
16 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, 2026NISA INVESTMENT ADVISORS, LLC holds $246,978,860 across 39 Capital Markets names. PWP ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
498,557 | $104,218,354 | |
| 2 | GS |
Goldman Sachs Group Inc
|
83,204 | $84,150,029 | |
| 3 | SCHW |
Schwab Charles Corp
|
379,357 | $35,003,270 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
51,202 | $5,134,536 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
65,209 | $3,259,145 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
33,105 | $2,881,459 | |
| 7 | HUT |
Hut 8 Corp.
|
18,260 | $2,108,025 | |
| 8 | WULF |
Terawulf Inc.
|
80,001 | $1,976,024 |
All Filings in PWP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,092 | 695 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $12,621 | 695 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,023 | 695 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $14,817 | 695 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $13,496 | 695 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,472 | 80 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,907 | 80 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,544 | 80 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,300 | 80 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,328 | 94 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,149 | 94 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $956 | 94 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $783 | 94 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $21,330 | 2,344 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $921 | 94 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $595 | 94 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||