BSA
PWP icon

Bull Street Advisors’s Perella Weinberg Partners PWP Stock Holding History

Bull Street Advisors’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 		$1.01M Hold
63,278
– – 0.46% 56
2026
Q1 		$1.15M Buy
+63,278
New +$1.24M 0.57% 53

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

Bull Street Advisors's PWP Position: Q2 2026 in Review

Bull Street Advisors held its Perella Weinberg Partners (PWP) position steady in Q2 2026 at 63,278 shares worth $1.01M. The position accounts for 0.46% of the portfolio, ranked #56.

Bull Street Advisors first reported a position in PWP in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.15M in Q1 2026. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Bull Street Advisors held 63,278 shares of Perella Weinberg Partners worth $1.01M as of Q2 2026.
  • Bull Street Advisors left its Perella Weinberg Partners share count unchanged in Q2 2026.
  • Perella Weinberg Partners made up 0.46% of Bull Street Advisors's portfolio in Q2 2026, its #56 holding.
  • Bull Street Advisors first reported a position in Perella Weinberg Partners in Q1 2026 and has held it in 2 quarters since.
  • Bull Street Advisors's Perella Weinberg Partners position peaked at $1.15M in Q1 2026.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Bull Street Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.