Position in TW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$26,409
-$4,770 QoQ
Shares Held
265
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#476
of 560 holders
Holding Since
Mar 2021
14 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 OF NEVADA INC holds $69,666,007 across 19 Capital Markets names. TW ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
41,410 | $41,880,831 | |
| 2 | SCHW |
Schwab Charles Corp
|
120,385 | $11,107,923 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
20,373 | $5,738,665 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
38,849 | $5,210,815 | |
| 5 | EVR |
Evercore Inc.
|
5,822 | $1,987,862 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
25,315 | $1,265,243 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
36,591 | $1,123,708 | |
| 8 | MS |
Morgan Stanley
|
3,999 | $835,950 |
All Filings in TW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,409 | 265 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $31,179 | 265 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $24,949 | 232 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $25,747 | 232 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $33,964 | 232 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $34,442 | 232 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $19,245 | 147 | Shares | Sole | 2025-02-11 | |
| 2022-09-30 | $56,420 | 1,000 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $68,250 | 1,000 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $87,870 | 1,000 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $100,140 | 1,000 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $80,780 | 1,000 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $84,560 | 1,000 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $74,000 | 1,000 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||