Bank of America
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Bank of America’s Perella Weinberg Partners PWP Stock Holding History

Bank of America’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 		$24.2M Buy
1,515,078
+198,596
+15% +$3.63M ﹤0.01% 2326
2026
Q1 		$23.9M Buy
1,316,482
+386,473
+42% +$7.59M ﹤0.01% 2229
2025
Q4 		$16.1M Buy
930,009
+5,323
+0.6% +$99.3K ﹤0.01% 2476
2025
Q3 		$19.7M Buy
924,686
+17,911
+2% +$383K ﹤0.01% 2638
2025
Q2 		$17.6M Sell
906,775
-52,298
-5% -$924K ﹤0.01% 2689
2025
Q1 		$17.6M Buy
959,073
+286,592
+43% +$6.5M ﹤0.01% 2576
2024
Q4 		$16M Buy
672,481
+212,296
+46% +$4.93M ﹤0.01% 2506
2024
Q3 		$8.89M Buy
460,185
+196,366
+74% +$3.6M ﹤0.01% 3185
2024
Q2 		$4.29M Buy
263,819
+27,859
+12% +$421K ﹤0.01% 3769
2024
Q1 		$3.33M Buy
235,960
+87,657
+59% +$1.1M ﹤0.01% 4013
2023
Q4 		$1.81M Buy
148,303
+37,085
+33% +$404K ﹤0.01% 4509
2023
Q3 		$1.13M Buy
111,218
+62,953
+130% +$641K ﹤0.01% 4731
2023
Q2 		$402K Sell
48,265
-21,500
-31% -$177K ﹤0.01% 5425
2023
Q1 		$635K Sell
69,765
-780,329
-92% -$7.8M ﹤0.01% 5210
2022
Q4 		$8.33M Buy
850,094
+39,831
+5% +$341K ﹤0.01% 2865
2022
Q3 		$5.13M Sell
810,263
-432,400
-35% -$3.07M ﹤0.01% 3321
2022
Q2 		$7.25M Buy
1,242,663
+458,506
+58% +$3.32M ﹤0.01% 3002
2022
Q1 		$7.41M Buy
784,157
+543,075
+225% +$5.79M ﹤0.01% 3185
2021
Q4 		$3.1M Buy
241,082
+240,280
+29,960% +$3.16M ﹤0.01% 4120
2021
Q3 		$10K Buy
+802
New +$10.7K ﹤0.01% 7574

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

Bank of America's PWP Position: Q2 2026 in Review

Bank of America increased its Perella Weinberg Partners (PWP) stake by 15% in Q2 2026, buying an estimated $3.63M and bringing the position to 1,515,078 shares worth $24.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Bank of America first reported a position in PWP in Q3 2021 and has held it in 20 quarters since. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Bank of America held 1,515,078 shares of Perella Weinberg Partners worth $24.2M as of Q2 2026.
  • Bank of America bought 198,596 Perella Weinberg Partners shares in Q2 2026, an estimated $3.63M.
  • Perella Weinberg Partners made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #2326 holding.
  • Bank of America first reported a position in Perella Weinberg Partners in Q3 2021 and has held it in 20 quarters since.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.