Franklin Resources
PWP icon

Franklin Resources’s Perella Weinberg Partners PWP Stock Holding History

Franklin Resources’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
Q2 		$235K Sell
14,717
-1,330,657
-99% -$24.3M ﹤0.01% 2794
2026
Q1 		$24.4M Buy
1,345,374
+30,041
+2% +$590K 0.01% 908
2025
Q4 		$22.8M Buy
1,315,333
+15,308
+1% +$286K 0.01% 915
2025
Q3 		$27.7M Buy
1,300,025
+142,372
+12% +$3.04M 0.01% 847
2025
Q2 		$22.5M Buy
1,157,653
+236,637
+26% +$4.18M 0.01% 892
2025
Q1 		$16.9M Buy
921,016
+351,119
+62% +$7.97M ﹤0.01% 951
2024
Q4 		$13.6M Buy
+569,897
New +$13.2M ﹤0.01% 1024
2024
Q3 		– Sell
-251,826
Closed -$4.09M – 3006
2024
Q2 		$4.09M Sell
251,826
-72,417
-22% -$1.09M ﹤0.01% 1395
2024
Q1 		$4.58M Buy
+324,243
New +$4.07M ﹤0.01% 1369

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources's PWP Position: Q2 2026 in Review

Franklin Resources reduced its Perella Weinberg Partners (PWP) stake by 99% in Q2 2026, selling an estimated $24.3M and leaving 14,717 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #2794.

Franklin Resources first reported a position in PWP in Q1 2024 and has held it in 9 quarters since. The position peaked at $27.7M in Q3 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Franklin Resources held 14,717 shares of Perella Weinberg Partners worth $235K as of Q2 2026.
  • Franklin Resources sold 1,330,657 Perella Weinberg Partners shares in Q2 2026, an estimated $24.3M.
  • Perella Weinberg Partners made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2794 holding.
  • Franklin Resources first reported a position in Perella Weinberg Partners in Q1 2024 and has held it in 9 quarters since.
  • Franklin Resources's Perella Weinberg Partners position peaked at $27.7M in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.