Citigroup
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Citigroup’s Perella Weinberg Partners PWP Stock Holding History

Citigroup’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
Q1 		$104K Sell
5,750
-4,929
-46% -$96.9K ﹤0.01% 4272
2025
Q4 		$185K Sell
10,679
-6,223
-37% -$116K ﹤0.01% 4040
2025
Q3 		$360K Sell
16,902
-14,534
-46% -$311K ﹤0.01% 3732
2025
Q2 		$610K Sell
31,436
-12,417
-28% -$219K ﹤0.01% 3509
2025
Q1 		$807K Sell
43,853
-120
-0.3% -$2.72K ﹤0.01% 3397
2024
Q4 		$1.05M Buy
43,973
+6,052
+16% +$140K ﹤0.01% 3329
2024
Q3 		$732K Buy
37,921
+26,482
+232% +$486K ﹤0.01% 3490
2024
Q2 		$186K Buy
11,439
+2,337
+26% +$35.3K ﹤0.01% 3912
2024
Q1 		$129K Buy
9,102
+3,138
+53% +$39.4K ﹤0.01% 4192
2023
Q4 		$72.9K Buy
5,964
+5,871
+6,313% +$63.9K ﹤0.01% 4336
2023
Q3 		$947 Sell
93
-13,620
-99% -$139K ﹤0.01% 5101
2023
Q2 		$114K Buy
13,713
+12,648
+1,188% +$104K ﹤0.01% 4179
2023
Q1 		$9.69K Sell
1,065
-237
-18% -$2.37K ﹤0.01% 4744
2022
Q4 		$12.8K Sell
1,302
-459
-26% -$3.93K ﹤0.01% 4763
2022
Q3 		$11K Sell
1,761
-5,029
-74% -$35.7K ﹤0.01% 4961
2022
Q2 		$40K Sell
6,790
-6,001
-47% -$43.4K ﹤0.01% 4637
2022
Q1 		$121K Buy
12,791
+12,134
+1,847% +$129K ﹤0.01% 4328
2021
Q4 		$8K Buy
+657
New +$8.64K ﹤0.01% 5600

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup's PWP Position: Q1 2026 in Review

Citigroup reduced its Perella Weinberg Partners (PWP) stake by 46% in Q1 2026, selling an estimated $96.9K and leaving 5,750 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #4272.

Citigroup first reported a position in PWP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.05M in Q4 2024. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Citigroup held 5,750 shares of Perella Weinberg Partners worth $104K as of Q1 2026.
  • Citigroup sold 4,929 Perella Weinberg Partners shares in Q1 2026, an estimated $96.9K.
  • Perella Weinberg Partners made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #4272 holding.
  • Citigroup first reported a position in Perella Weinberg Partners in Q4 2021 and has held it in 18 quarters since.
  • Citigroup's Perella Weinberg Partners position peaked at $1.05M in Q4 2024.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.