Position in TW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$48,933
-$8,838 QoQ
Shares Held
491
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#465
of 560 holders
Holding Since
Jun 2022
16 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, 2026WHITTIER TRUST CO holds $160,223,345 across 20 Capital Markets names. TW ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
88,836 | $89,846,064 | |
| 2 | SCHW |
Schwab Charles Corp
|
383,423 | $35,378,439 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
40,238 | $11,334,239 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
77,994 | $10,461,334 | |
| 5 | MS |
Morgan Stanley
|
21,946 | $4,587,591 | |
| 6 | EVR |
Evercore Inc.
|
11,906 | $4,065,183 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
71,239 | $2,187,749 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
13,632 | $1,367,016 |
All Filings in TW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,933 | 491 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $57,771 | 491 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $160,342 | 1,491 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $165,471 | 1,491 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $218,282 | 1,491 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $223,729 | 1,507 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $176,087 | 1,345 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $156,689 | 1,267 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $134,302 | 1,267 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $128,545 | 1,234 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $112,145 | 1,234 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $116,691 | 1,455 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $99,638 | 1,455 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $114,974 | 1,455 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $78,565 | 1,210 | Shares | Sole | 2023-01-25 | |
| 2022-06-30 | $3,207 | 47 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||