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Brooklyn Investment Group’s Perella Weinberg Partners PWP Stock Holding History

Brooklyn Investment 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
2025
Q3 		– Sell
-27
Closed -$525 – 2182
2025
Q2 		$525 Sell
27
-15
-36% -$265 ﹤0.01% 3078
2025
Q1 		$773 Buy
+42
New +$953 ﹤0.01% 2416

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brooklyn Investment Group's PWP Position: Q3 2025 in Review

Brooklyn Investment Group sold out of Perella Weinberg Partners (PWP) in Q3 2025, closing a stake of 27 shares — an estimated $525 sold.

Brooklyn Investment Group first reported a position in PWP in Q1 2025 and held it in 2 quarters. The position peaked at $773 in Q1 2025. 165 funds tracked by Wall St. Rank hold PWP as of Q3 2025.

  • Brooklyn Investment Group reported no remaining Perella Weinberg Partners position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 27 Perella Weinberg Partners shares in Q3 2025, an estimated $525.
  • Brooklyn Investment Group first reported a position in Perella Weinberg Partners in Q1 2025 and held it in 2 quarters.
  • Brooklyn Investment Group's Perella Weinberg Partners position peaked at $773 in Q1 2025.
  • 165 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.