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IFP Advisors’s Perella Weinberg Partners PWP Stock Holding History

IFP 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
Q2 		$341K Buy
21,354
+21,083
+7,780% +$386K 0.01% 1222
2026
Q1 		$4.92K Buy
271
+250
+1,190% +$4.91K ﹤0.01% 3536
2025
Q4 		$363 Hold
21
– – ﹤0.01% 4357
2025
Q3 		$448 Buy
+21
New +$449 ﹤0.01% 4207
2025
Q2 		– Hold
0
– – – 3245
2025
Q1 		– Hold
0
– – – 3601
2024
Q4 		– Hold
0
– – – 3534

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

IFP Advisors's PWP Position: Q2 2026 in Review

IFP Advisors increased its Perella Weinberg Partners (PWP) stake by 7,780% in Q2 2026, buying an estimated $386K and bringing the position to 21,354 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #1222.

IFP Advisors first reported a position in PWP in Q3 2025 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • IFP Advisors held 21,354 shares of Perella Weinberg Partners worth $341K as of Q2 2026.
  • IFP Advisors bought 21,083 Perella Weinberg Partners shares in Q2 2026, an estimated $386K.
  • Perella Weinberg Partners made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1222 holding.
  • IFP Advisors first reported a position in Perella Weinberg Partners in Q3 2025 and has held it in 4 quarters since.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.