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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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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. 24 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.
  • 24 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.