AA
PWP icon

Ancora Advisors’s Perella Weinberg Partners PWP Stock Holding History

Ancora Advisors’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
Q1 		$3.78M Hold
208,276
– – 0.08% 207
2025
Q4 		$3.6M Sell
208,276
-300
-0.1% -$5.6K 0.07% 213
2025
Q3 		$4.45M Sell
208,576
-1,180
-0.6% -$25.2K 0.09% 190
2025
Q2 		$4.07M Buy
209,756
+1,790
+0.9% +$31.6K 0.08% 195
2025
Q1 		$3.83M Buy
207,966
+4,520
+2% +$103K 0.09% 197
2024
Q4 		$4.85M Buy
203,446
+830
+0.4% +$19.3K 0.11% 171
2024
Q3 		$3.91M Hold
202,616
– – 0.09% 195
2024
Q2 		$3.29M Sell
202,616
-78,293
-28% -$1.18M 0.08% 209
2024
Q1 		$3.97M Sell
280,909
-4,729
-2% -$59.4K 0.09% 188
2023
Q4 		$3.49M Sell
285,638
-1,220
-0.4% -$13.3K 0.08% 202
2023
Q3 		$2.92M Sell
286,858
-5,580
-2% -$56.8K 0.08% 202
2023
Q2 		$2.44M Sell
292,438
-25,270
-8% -$209K 0.06% 223
2023
Q1 		$2.89M Sell
317,708
-28,300
-8% -$283K 0.08% 191
2022
Q4 		$3.39M Sell
346,008
-40,230
-10% -$344K 0.1% 183
2022
Q3 		$2.44M Buy
386,238
+1,990
+0.5% +$14.1K 0.08% 211
2022
Q2 		$2.24M Sell
384,248
-144,410
-27% -$1.04M 0.06% 237
2022
Q1 		$5M Sell
528,658
-57,319
-10% -$611K 0.12% 165
2021
Q4 		$7.54M Buy
585,977
+215,540
+58% +$2.84M 0.18% 120
2021
Q3 		$4.91M Buy
370,437
+103,600
+39% +$1.38M 0.13% 167
2021
Q2 		$3.43M Buy
+266,837
New +$3.15M 0.09% 205

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ancora Advisors's PWP Position: Q1 2026 in Review

Ancora Advisors held its Perella Weinberg Partners (PWP) position steady in Q1 2026 at 208,276 shares worth $3.78M. The position accounts for 0.08% of the portfolio, ranked #207.

Ancora Advisors first reported a position in PWP in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.54M in Q4 2021. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Ancora Advisors held 208,276 shares of Perella Weinberg Partners worth $3.78M as of Q1 2026.
  • Ancora Advisors left its Perella Weinberg Partners share count unchanged in Q1 2026.
  • Perella Weinberg Partners made up 0.08% of Ancora Advisors's portfolio in Q1 2026, its #207 holding.
  • Ancora Advisors first reported a position in Perella Weinberg Partners in Q2 2021 and has held it in 20 quarters since.
  • Ancora Advisors's Perella Weinberg Partners position peaked at $7.54M in Q4 2021.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.