Position in TW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,190,218
+$10,859,075 QoQ
Shares Held
202,591
+155.5% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#84
of 560 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 80%
None 20%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $6,805,114,739 across 38 Capital Markets names. TW ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,101,563 | $2,947,790,726 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,407,422 | $1,423,424,385 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,530,896 | $1,156,225,772 | |
| 4 | HUT |
Hut 8 Corp.
|
1,805,197 | $208,400,965 | |
| 5 | MC |
Moelis & Co
|
2,344,828 | $153,398,644 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
1,223,763 | $122,718,951 | |
| 7 | SNEX |
StoneX Group Inc.
|
1,371,951 | $108,384,128 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
3,185,945 | $87,231,173 |
All Filings in TW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,190,218 | 202,591 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $9,331,143 | 79,306 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $16,165,733 | 150,323 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $16,222,165 | 146,172 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $23,940,938 | 163,531 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,605,938 | 98,383 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $11,149,144 | 85,160 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,848,590 | 63,464 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,693,602 | 110,317 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $11,282,339 | 108,307 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $20,304,044 | 223,416 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $18,380,315 | 229,181 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $15,561,256 | 227,238 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $18,164,247 | 229,869 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $4,437,314 | 68,340 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,455,825 | 78,976 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,675,874 | 83,163 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,654,873 | 64,355 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,924,178 | 69,145 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $292,179 | 3,617 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $299,426 | 3,541 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $257,964 | 3,486 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,137,768 | 178,347 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $10,391,454 | 179,163 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $10,783,806 | 185,480 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,890,067 | 187,680 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||