Position in TW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$934,013
+$258,528 QoQ
Shares Held
9,372
+63.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#291
of 560 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $745,384,896 across 44 Capital Markets names. TW ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
170,305 | $172,241,367 | |
| 2 | MS |
Morgan Stanley
|
794,874 | $166,160,460 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,582,419 | $146,009,800 | |
| 4 | MC |
Moelis & Co
|
1,709,578 | $111,840,592 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
578,028 | $50,311,556 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
290,735 | $38,996,285 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
265,962 | $26,670,669 | |
| 8 | EVR |
Evercore Inc.
|
29,792 | $10,172,180 |
All Filings in TW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $934,013 | 9,372 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $675,485 | 5,741 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $111,303 | 1,035 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $105,319 | 949 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $81,983 | 560 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $48,100 | 324 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $26,575 | 203 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||