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Jefferies Financial Group’s Perella Weinberg Partners PWP Stock Holding History

Jefferies Financial Group’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
2025
Q2 		– Sell
-31,996
Closed -$589K – 1714
2025
Q1 		$589K Buy
+31,996
New +$726K 0.01% 1001

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Jefferies Financial Group's PWP Position: Q2 2025 in Review

Jefferies Financial Group sold out of Perella Weinberg Partners (PWP) in Q2 2025, closing a stake of 31,996 shares — an estimated $589K sold.

Jefferies Financial Group first reported a position in PWP in Q1 2025 and held it in 1 quarter. The position peaked at $589K in Q1 2025. 167 funds tracked by Wall St. Rank hold PWP as of Q2 2025.

  • Jefferies Financial Group reported no remaining Perella Weinberg Partners position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 31,996 Perella Weinberg Partners shares in Q2 2025, an estimated $589K.
  • Jefferies Financial Group first reported a position in Perella Weinberg Partners in Q1 2025 and held it in 1 quarter.
  • Jefferies Financial Group's Perella Weinberg Partners position peaked at $589K in Q1 2025.
  • 167 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.