AssetMark Inc
PWP icon

AssetMark Inc’s Perella Weinberg Partners PWP Stock Holding History

AssetMark Inc’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 		$39.8K Buy
2,496
+545
+28% +$9.97K ﹤0.01% 1922
2026
Q1 		$35.4K Buy
1,951
+510
+35% +$10K ﹤0.01% 1863
2025
Q4 		$24.9K Hold
1,441
– – ﹤0.01% 1931
2025
Q3 		$30.7K Hold
1,441
– – ﹤0.01% 1805
2025
Q2 		$28K Buy
1,441
+31
+2% +$548 ﹤0.01% 1720
2025
Q1 		$25.9K Hold
1,410
– – ﹤0.01% 1633
2024
Q4 		$33.6K Hold
1,410
– – ﹤0.01% 1522
2024
Q3 		$27.2K Hold
1,410
– – ﹤0.01% 1431
2024
Q2 		$22.9K Hold
1,410
– – ﹤0.01% 1366
2024
Q1 		$19.9K Buy
+1,410
New +$17.7K ﹤0.01% 1281

Other funds holding PWP

Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BSA
Bull Street Advisors Savannah, Georgia $219M AUM 14.96% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc's PWP Position: Q2 2026 in Review

AssetMark Inc increased its Perella Weinberg Partners (PWP) stake by 28% in Q2 2026, buying an estimated $9.97K and bringing the position to 2,496 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

AssetMark Inc first reported a position in PWP in Q1 2024 and has held it in 10 quarters since. 27 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • AssetMark Inc held 2,496 shares of Perella Weinberg Partners worth $39.8K as of Q2 2026.
  • AssetMark Inc bought 545 Perella Weinberg Partners shares in Q2 2026, an estimated $9.97K.
  • Perella Weinberg Partners made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1922 holding.
  • AssetMark Inc first reported a position in Perella Weinberg Partners in Q1 2024 and has held it in 10 quarters since.
  • 27 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.