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Atomi Financial Group’s Perella Weinberg Partners PWP Stock Holding History

Atomi Financial Group’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 		– Sell
-16,225
Closed -$281K – 1296
2025
Q4 		$281K Buy
16,225
+4
+0% +$75 0.01% 973
2025
Q3 		$346K Sell
16,221
-7,315
-31% -$156K 0.01% 812
2025
Q2 		$457K Sell
23,536
-15
-0.1% -$265 0.02% 630
2025
Q1 		$433K Buy
+23,551
New +$534K 0.02% 592

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atomi Financial Group's PWP Position: Q1 2026 in Review

Atomi Financial Group sold out of Perella Weinberg Partners (PWP) in Q1 2026, closing a stake of 16,225 shares — an estimated $281K sold.

Atomi Financial Group first reported a position in PWP in Q1 2025 and held it in 4 quarters. The position peaked at $457K in Q2 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Atomi Financial Group reported no remaining Perella Weinberg Partners position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 16,225 Perella Weinberg Partners shares in Q1 2026, an estimated $281K.
  • Atomi Financial Group first reported a position in Perella Weinberg Partners in Q1 2025 and held it in 4 quarters.
  • Atomi Financial Group's Perella Weinberg Partners position peaked at $457K in Q2 2025.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.