Position in TW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$850,896
+$460,148 QoQ
Shares Held
8,538
+157.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#296
of 560 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,624,731,102 across 28 Capital Markets names. TW ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
2,684,964 | $756,300,657 | |
| 2 | MS |
Morgan Stanley
|
2,836,822 | $593,009,270 | |
| 3 | GS |
Goldman Sachs Group Inc
|
341,329 | $345,209,910 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,741,997 | $253,004,061 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
864,507 | $86,692,761 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
2,669,062 | $73,078,916 | |
| 7 | SF |
Stifel Financial Corp
|
1,023,213 | $71,389,570 | |
| 8 | SNEX |
StoneX Group Inc.
|
677,814 | $53,547,305 |
All Filings in TW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850,896 | 8,538 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $390,748 | 3,321 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $339,611 | 3,158 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $469,556 | 4,231 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $7,225,864 | 49,357 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $15,430,338 | 103,936 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $14,227,730 | 108,675 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $13,796,996 | 111,563 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $14,737,286 | 139,031 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $16,403,753 | 157,471 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $8,258,810 | 90,876 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $867,122 | 10,812 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $708,220 | 10,342 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $2,566,410 | 32,478 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $2,179,115 | 33,561 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,869,758 | 33,140 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $13,922,454 | 203,992 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $6,108,282 | 69,515 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $11,898,734 | 118,821 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $9,550,780 | 118,232 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $13,811,860 | 163,338 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $16,815,168 | 227,232 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $593,462 | 9,503 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $5,619,910 | 96,895 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $3,488,690 | 60,005 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $1,938,086 | 46,101 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||