Larson Financial Group
PWP icon

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

Larson 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
2026
Q3 		$78.3K Buy
4,801
+4,785
+29,906% +$75.8K ﹤0.01% 1371
2026
Q2 		$255 Sell
16
-8
-33% -$146 ﹤0.01% 3579
2026
Q1 		$436 Sell
24
-294
-92% -$5.78K ﹤0.01% 3337
2025
Q4 		$5.5K Buy
318
+281
+759% +$5.24K ﹤0.01% 2418
2025
Q3 		$789 Buy
37
+25
+208% +$534 ﹤0.01% 2983
2025
Q2 		$233 Sell
12
-129
-91% -$2.28K ﹤0.01% 3034
2025
Q1 		$2.59K Sell
141
-206
-59% -$4.67K ﹤0.01% 2090
2024
Q4 		$8.27K Hold
347
– – ﹤0.01% 1546
2024
Q3 		$6.7K Buy
+347
New +$6.36K ﹤0.01% 1610

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Larson Financial Group's PWP Position: Q3 2026 in Review

Larson Financial Group increased its Perella Weinberg Partners (PWP) stake by 29,906% in Q3 2026, buying an estimated $75.8K and bringing the position to 4,801 shares worth $78.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Larson Financial Group first reported a position in PWP in Q3 2024 and has held it in 9 quarters since. 118 funds tracked by Wall St. Rank hold PWP as of Q3 2026.

  • Larson Financial Group held 4,801 shares of Perella Weinberg Partners worth $78.3K as of Q3 2026.
  • Larson Financial Group bought 4,785 Perella Weinberg Partners shares in Q3 2026, an estimated $75.8K.
  • Perella Weinberg Partners made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1371 holding.
  • Larson Financial Group first reported a position in Perella Weinberg Partners in Q3 2024 and has held it in 9 quarters since.
  • 118 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.