Bank of New York Mellon
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Bank of New York Mellon’s Perella Weinberg Partners PWP Stock Holding History

Bank of New York Mellon’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 		$4.3M Buy
269,446
+31,876
+13% +$583K ﹤0.01% 2529
2026
Q1 		$4.31M Buy
237,570
+3,236
+1% +$63.6K ﹤0.01% 2397
2025
Q4 		$4.05M Buy
234,334
+6,046
+3% +$113K ﹤0.01% 2437
2025
Q3 		$4.87M Sell
228,288
-4,365
-2% -$93.3K ﹤0.01% 2332
2025
Q2 		$4.52M Buy
232,653
+36,364
+19% +$642K ﹤0.01% 2320
2025
Q1 		$3.61M Buy
196,289
+5,736
+3% +$130K ﹤0.01% 2390
2024
Q4 		$4.54M Buy
190,553
+61,428
+48% +$1.43M ﹤0.01% 2346
2024
Q3 		$2.49M Sell
129,125
-37,873
-23% -$695K ﹤0.01% 2640
2024
Q2 		$2.71M Buy
166,998
+46,926
+39% +$708K ﹤0.01% 2629
2024
Q1 		$1.7M Sell
120,072
-15,467
-11% -$194K ﹤0.01% 2855
2023
Q4 		$1.66M Sell
135,539
-36,696
-21% -$400K ﹤0.01% 2925
2023
Q3 		$1.75M Buy
172,235
+3,002
+2% +$30.6K ﹤0.01% 2886
2023
Q2 		$1.41M Buy
169,233
+12,502
+8% +$103K ﹤0.01% 3022
2023
Q1 		$1.43M Sell
156,731
-13,295
-8% -$133K ﹤0.01% 2979
2022
Q4 		$1.67M Sell
170,026
-49,528
-23% -$424K ﹤0.01% 2940
2022
Q3 		$1.39M Buy
219,554
+34,723
+19% +$246K ﹤0.01% 3047
2022
Q2 		$1.08M Buy
184,831
+103,149
+126% +$746K ﹤0.01% 3182
2022
Q1 		$771K Buy
81,682
+1,728
+2% +$18.4K ﹤0.01% 3465
2021
Q4 		$1.03M Buy
79,954
+66,366
+488% +$873K ﹤0.01% 3375
2021
Q3 		$180K Buy
+13,588
New +$181K ﹤0.01% 4244

Other funds holding PWP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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 22.96% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Bank of New York Mellon's PWP Position: Q2 2026 in Review

Bank of New York Mellon increased its Perella Weinberg Partners (PWP) stake by 13% in Q2 2026, buying an estimated $583K and bringing the position to 269,446 shares worth $4.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2529.

Bank of New York Mellon first reported a position in PWP in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.87M in Q3 2025. 55 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Bank of New York Mellon held 269,446 shares of Perella Weinberg Partners worth $4.3M as of Q2 2026.
  • Bank of New York Mellon bought 31,876 Perella Weinberg Partners shares in Q2 2026, an estimated $583K.
  • Perella Weinberg Partners made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2529 holding.
  • Bank of New York Mellon first reported a position in Perella Weinberg Partners in Q3 2021 and has held it in 20 quarters since.
  • Bank of New York Mellon's Perella Weinberg Partners position peaked at $4.87M in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.