Position in TW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,647
+$529 QoQ
Shares Held
31
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $53,636,437 across 32 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
159,718 | $33,387,450 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
94,985 | $8,267,494 | |
| 3 | GS |
Goldman Sachs Group Inc
|
7,402 | $7,486,160 | |
| 4 | SCHW |
Schwab Charles Corp
|
24,434 | $2,254,524 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,148 | $516,241 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
9,181 | $458,865 | |
| 7 | EVR |
Evercore Inc.
|
580 | $198,034 | |
| 8 | SF |
Stifel Financial Corp
|
2,719 | $189,704 |
All Filings in TW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,647 | 31 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,118 | 29 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,331 | 12 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,489,151 | 23,833 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $296 | 2 | Shares | Sole | 2025-04-14 | |
| 2023-09-30 | $7,218 | 90 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $6,163 | 90 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,501 | 19 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1 | 19 | Shares | Sole | 2023-01-10 | |
| No filing history on record for this holder in this stock. | ||||||