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Allworth Financial’s Perella Weinberg Partners PWP Stock Holding History

Allworth Financial’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.2K Buy
3,143
+2,410
+329% +$44.1K ﹤0.01% 2481
2026
Q1 		$13.3K Buy
733
+707
+2,719% +$13.9K ﹤0.01% 3296
2025
Q4 		$450 Buy
26
+9
+53% +$168 ﹤0.01% 4545
2025
Q3 		$363 Buy
17
+15
+750% +$321 ﹤0.01% 4512
2025
Q2 		$39 Sell
2
-40
-95% -$707 ﹤0.01% 4471
2025
Q1 		$707 Buy
42
+23
+121% +$522 ﹤0.01% 3586
2024
Q4 		$498 Buy
+19
New +$441 ﹤0.01% 3602
2024
Q1 		– Sell
-3,600
Closed -$44K – 3672
2023
Q4 		$44K Buy
+3,600
New +$39.2K ﹤0.01% 1241

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Allworth Financial's PWP Position: Q2 2026 in Review

Allworth Financial increased its Perella Weinberg Partners (PWP) stake by 329% in Q2 2026, buying an estimated $44.1K and bringing the position to 3,143 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

Allworth Financial first reported a position in PWP in Q4 2023 and has held it in 8 quarters since. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Allworth Financial held 3,143 shares of Perella Weinberg Partners worth $50.2K as of Q2 2026.
  • Allworth Financial bought 2,410 Perella Weinberg Partners shares in Q2 2026, an estimated $44.1K.
  • Perella Weinberg Partners made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2481 holding.
  • Allworth Financial first reported a position in Perella Weinberg Partners in Q4 2023 and has held it in 8 quarters since.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.