Position in TW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,964,275
+$683,091 QoQ
Shares Held
39,778
+42.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#182
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, 2026Ensign Peak Advisors, Inc holds $1,092,794,785 across 27 Capital Markets names. TW ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,808,366 | $378,020,828 | |
| 2 | GS |
Goldman Sachs Group Inc
|
319,513 | $323,145,862 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,277,340 | $210,130,161 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
512,637 | $51,407,238 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
515,965 | $44,909,593 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
86,043 | $24,236,592 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
395,780 | $19,781,084 | |
| 8 | EVR |
Evercore Inc.
|
38,512 | $13,149,537 |
All Filings in TW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,964,275 | 39,778 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,281,184 | 27,887 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,460,099 | 32,175 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,809,621 | 61,359 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,924,895 | 67,793 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,808,158 | 66,066 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,021,304 | 68,907 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,432,310 | 76,270 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,911,840 | 74,640 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,334,401 | 70,408 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,881,753 | 64,720 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,839,575 | 47,875 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,146,998 | 45,955 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,527,059 | 31,980 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,907,643 | 29,380 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,330,383 | 23,580 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,148,647 | 16,830 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $705,596 | 8,030 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,280,674 | 92,677 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,708,536 | 83,047 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,002,153 | 70,981 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,252,594 | 70,981 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,855,924 | 77,757 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,188,470 | 72,215 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,901,643 | 32,708 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $106,949 | 2,544 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||