FFA
PWP icon

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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return