Financial Consulate’s Perella Weinberg Partners PWP Stock Holding History

Financial Consulate’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	$3.23K	Buy	+198	New	+$3.14K	﹤0.01%	1000

Other funds holding PWP

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Bull Street Advisors Savannah, Georgia $221M AUM 13.13% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

T3 Companies New York $103M AUM 54.73% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Financial Consulate's PWP Position: Q3 2026 in Review

Financial Consulate opened a new position in Perella Weinberg Partners (PWP) in Q3 2026: 198 shares worth $3.23K. The stake represents ﹤0.01% of the portfolio and ranks #1000 among its holdings.

18 funds tracked by Wall St. Rank hold PWP as of Q3 2026.

Financial Consulate held 198 shares of Perella Weinberg Partners worth $3.23K as of Q3 2026.
Perella Weinberg Partners was a new Financial Consulate position in Q3 2026.
Perella Weinberg Partners made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1000 holding.
18 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.