Position in TAOX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,797
-$1,470 QoQ
Shares Held
750
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 29 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TAOX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $739,258,789 across 42 Capital Markets names. TAOX ranks #40 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,272,593 | $475,062,837 | |
| 2 | GS |
Goldman Sachs Group Inc
|
177,133 | $179,146,999 | |
| 3 | SCHW |
Schwab Charles Corp
|
398,564 | $36,775,496 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
184,083 | $18,459,840 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
72,477 | $6,308,395 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
73,215 | $3,659,283 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
9,093 | $2,561,312 | |
| 8 | SF |
Stifel Financial Corp
|
31,640 | $2,200,748 |
All Filings in TAOX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,797 | 750 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,267 | 750 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,760 | 750 | Shares | Defined | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||