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Family Legacy Financial Solutions’s Perella Weinberg Partners PWP Stock Holding History

Family Legacy Financial Solutions’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
-64
Closed -$1.24K – 282
2025
Q2 		$1.24K Buy
+64
New +$1.13K ﹤0.01% 219

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

Family Legacy Financial Solutions's PWP Position: Q3 2025 in Review

Family Legacy Financial Solutions sold out of Perella Weinberg Partners (PWP) in Q3 2025, closing a stake of 64 shares — an estimated $1.24K sold.

Family Legacy Financial Solutions first reported a position in PWP in Q2 2025 and held it in 1 quarter. The position peaked at $1.24K in Q2 2025. 165 funds tracked by Wall St. Rank hold PWP as of Q3 2025.

  • Family Legacy Financial Solutions reported no remaining Perella Weinberg Partners position as of Q3 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 64 Perella Weinberg Partners shares in Q3 2025, an estimated $1.24K.
  • Family Legacy Financial Solutions first reported a position in Perella Weinberg Partners in Q2 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's Perella Weinberg Partners position peaked at $1.24K in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2025, filed 7 Oct 2025.