Position in TW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$219,650
-$92,972 QoQ
Shares Held
2,204
-17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#431
of 560 holders
Holding Since
Dec 2025
3 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, 2026Parcion Private Wealth LLC holds $5,372,771 across 10 Capital Markets names. TW ranks #9 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
11,897 | $2,486,948 | |
| 2 | SCHW |
Schwab Charles Corp
|
5,321 | $490,968 | |
| 3 | GS |
Goldman Sachs Group Inc
|
434 | $438,934 | |
| 4 | EVR |
Evercore Inc.
|
1,200 | $409,728 | |
| 5 | PIPR |
Piper Sandler Companies
|
5,599 | $405,031 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
3,373 | $338,244 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
6,704 | $335,065 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
786 | $221,400 |
All Filings in TW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,650 | 2,204 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $312,622 | 2,657 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $220,026 | 2,046 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||