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

Bleakley 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
Q2 		$323K Sell
20,268
-598
-3% -$10.9K ﹤0.01% 869
2026
Q1 		$379K Sell
20,866
-1,176
-5% -$23.1K 0.01% 685
2025
Q4 		$381K Buy
22,042
+269
+1% +$5.02K 0.01% 627
2025
Q3 		$464K Buy
21,773
+230
+1% +$4.92K 0.01% 512
2025
Q2 		$418K Buy
21,543
+110
+0.5% +$1.94K 0.01% 509
2025
Q1 		$394K Sell
21,433
-708
-3% -$16.1K 0.01% 459
2024
Q4 		$528K Buy
22,141
+306
+1% +$7.1K 0.02% 603
2024
Q3 		$422K Sell
21,835
-244
-1% -$4.48K 0.01% 646
2024
Q2 		$359K Sell
22,079
-423
-2% -$6.39K 0.01% 707
2024
Q1 		$318K Buy
22,502
+3,930
+21% +$49.4K 0.01% 743
2023
Q4 		$227K Buy
18,572
+2,436
+15% +$26.5K 0.01% 817
2023
Q3 		$164K Buy
16,136
+4,430
+38% +$45.1K 0.01% 812
2023
Q2 		$97.5K Sell
11,706
-10,074
-46% -$83.1K ﹤0.01% 878
2023
Q1 		$198K Buy
21,780
+8,908
+69% +$89K 0.01% 831
2022
Q4 		$126K Buy
+12,872
New +$110K ﹤0.01% 816

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

Bleakley Financial Group's PWP Position: Q2 2026 in Review

Bleakley Financial Group reduced its Perella Weinberg Partners (PWP) stake by 2.9% in Q2 2026, selling an estimated $10.9K and leaving 20,268 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Bleakley Financial Group first reported a position in PWP in Q4 2022 and has held it in 15 quarters since. The position peaked at $528K in Q4 2024. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Bleakley Financial Group held 20,268 shares of Perella Weinberg Partners worth $323K as of Q2 2026.
  • Bleakley Financial Group sold 598 Perella Weinberg Partners shares in Q2 2026, an estimated $10.9K.
  • Perella Weinberg Partners made up ﹤0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #869 holding.
  • Bleakley Financial Group first reported a position in Perella Weinberg Partners in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Perella Weinberg Partners position peaked at $528K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.