Position in TW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,335,204
+$6,261,486 QoQ
Shares Held
133,807
+122.6% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#101
of 560 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,661,176,885 across 55 Capital Markets names. TW ranks #19 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,532,973 | $1,550,402,899 | |
| 2 | MS |
Morgan Stanley
|
4,469,936 | $934,395,418 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,189,572 | $294,301,805 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,273,543 | $197,889,180 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,189,360 | $119,269,018 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
387,223 | $109,072,972 | |
| 7 | MC |
Moelis & Co
|
930,431 | $60,868,795 | |
| 8 | IREN |
IREN Ltd
|
1,290,811 | $59,028,785 |
All Filings in TW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,335,204 | 133,807 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,073,718 | 60,120 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $4,474,523 | 41,608 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,149,470 | 46,400 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $8,776,825 | 59,951 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,405,221 | 97,031 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,450,228 | 95,098 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,855,997 | 87,782 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,474,468 | 32,778 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,210,173 | 21,217 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,032,257 | 22,362 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,636,077 | 20,400 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,216,148 | 32,362 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $3,627,807 | 45,910 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,212,137 | 64,872 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,646,660 | 46,910 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,899,735 | 71,791 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $9,903,913 | 112,711 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,474,543 | 94,613 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $217,002,704 | 2,686,342 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $226,902,213 | 2,683,328 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $225,299,364 | 3,044,586 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $143,072,199 | 2,290,988 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $112,604,622 | 1,941,459 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $131,091,802 | 2,254,761 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $98,020,125 | 2,331,592 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||