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Farther Finance Advisors’s Perella Weinberg Partners PWP Stock Holding History

Farther Finance 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
Q3 		$587 Sell
36
-132
-79% -$2.09K ﹤0.01% 5719
2026
Q2 		$2.68K Buy
168
+83
+98% +$1.52K ﹤0.01% 5062
2026
Q1 		$1.53K Buy
85
+24
+39% +$472 ﹤0.01% 4991
2025
Q4 		$1.05K Buy
61
+23
+61% +$429 ﹤0.01% 4895
2025
Q3 		$810 Buy
38
+10
+36% +$214 ﹤0.01% 4434
2025
Q2 		$544 Hold
28
– – ﹤0.01% 4024
2025
Q1 		$518 Hold
28
– – ﹤0.01% 3769
2024
Q4 		$668 Hold
28
– – ﹤0.01% 3373
2024
Q3 		$541 Buy
28
+5
+22% +$92 ﹤0.01% 3405
2024
Q2 		$368 Hold
23
– – ﹤0.01% 3345
2024
Q1 		$327 Sell
23
-35
-60% -$440 ﹤0.01% 3146
2023
Q4 		$709 Buy
+58
New +$632 ﹤0.01% 2854

Other funds holding PWP

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's PWP Position: Q3 2026 in Review

Farther Finance Advisors reduced its Perella Weinberg Partners (PWP) stake by 79% in Q3 2026, selling an estimated $2.09K and leaving 36 shares worth $587. The position accounts for ﹤0.01% of the portfolio, ranked #5719.

Farther Finance Advisors first reported a position in PWP in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.68K in Q2 2026. 4 funds tracked by Wall St. Rank hold PWP as of Q3 2026.

  • Farther Finance Advisors held 36 shares of Perella Weinberg Partners worth $587 as of Q3 2026.
  • Farther Finance Advisors sold 132 Perella Weinberg Partners shares in Q3 2026, an estimated $2.09K.
  • Perella Weinberg Partners made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5719 holding.
  • Farther Finance Advisors first reported a position in Perella Weinberg Partners in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Perella Weinberg Partners position peaked at $2.68K in Q2 2026.
  • 4 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.