Johnson Financial Group Inc (Wisconsin)’s Perella Weinberg Partners PWP Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	–	Sell	-81	Closed	-$1.47K	–	921
2026 Q1	$1.47K	Hold	81	–	–	﹤0.01%	826
2025 Q4	$1.4K	Hold	81	–	–	﹤0.01%	861
2025 Q3	$1.73K	Buy	+81	New	+$1.73K	﹤0.01%	946
2025 Q1	–	Sell	-152	Closed	-$3.92K	–	925
2024 Q4	$3.92K	Sell	152 -39	-20%	-$905	﹤0.01%	749
2024 Q3	$3.69K	Buy	+191	New	+$3.5K	﹤0.01%	820

Other funds holding PWP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PWP Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Perella Weinberg Partners (PWP) in Q2 2026, closing a stake of 81 shares — an estimated $1.47K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PWP in Q3 2024 and held it in 5 quarters. The position peaked at $3.92K in Q4 2024. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining Perella Weinberg Partners position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 81 Perella Weinberg Partners shares in Q2 2026, an estimated $1.47K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Perella Weinberg Partners in Q3 2024 and held it in 5 quarters.
Johnson Financial Group Inc (Wisconsin)'s Perella Weinberg Partners position peaked at $3.92K in Q4 2024.
163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.