Position in TW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,529,512
-$491,252 QoQ
Shares Held
75,552
+10.8% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#138
of 560 holders
Holding Since
Jun 2020
25 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, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $595,399,083 across 35 Capital Markets names. TW ranks #14 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
157,357 | $159,146,149 | |
| 2 | MS |
Morgan Stanley
|
635,124 | $132,766,320 | |
| 3 | SCHW |
Schwab Charles Corp
|
892,865 | $82,384,653 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
401,312 | $40,243,567 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
254,223 | $22,127,569 | |
| 6 | EVR |
Evercore Inc.
|
52,315 | $17,862,433 | |
| 7 | SF |
Stifel Financial Corp
|
247,132 | $17,242,399 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
50,496 | $14,223,713 |
All Filings in TW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,529,512 | 75,552 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,020,764 | 68,169 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,853,739 | 63,732 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,994,292 | 63,023 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,900,446 | 67,626 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,733,037 | 65,560 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,402,838 | 64,183 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,111,391 | 65,589 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,941,728 | 65,488 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,042,100 | 67,602 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,815,683 | 63,993 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,650,717 | 57,989 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,959,513 | 57,820 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,652,776 | 58,881 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,473,690 | 53,499 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,400,376 | 60,269 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,059,031 | 74,125 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,845,073 | 77,900 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,305,517 | 52,981 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,338,370 | 53,706 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,251,423 | 50,277 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,386,536 | 45,764 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,659,745 | 42,590 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,564,760 | 44,220 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,499,438 | 42,990 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||