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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
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 +$6.37K ﹤0.01% 1610

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

Larson Financial Group's PWP Position: Q2 2026 in Review

Larson Financial Group reduced its Perella Weinberg Partners (PWP) stake by 33% in Q2 2026, selling an estimated $146 and leaving 16 shares worth $255. The position accounts for ﹤0.01% of the portfolio, ranked #3579.

Larson Financial Group first reported a position in PWP in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.27K in Q4 2024. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Larson Financial Group held 16 shares of Perella Weinberg Partners worth $255 as of Q2 2026.
  • Larson Financial Group sold 8 Perella Weinberg Partners shares in Q2 2026, an estimated $146.
  • Perella Weinberg Partners made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3579 holding.
  • Larson Financial Group first reported a position in Perella Weinberg Partners in Q3 2024 and has held it in 8 quarters since.
  • Larson Financial Group's Perella Weinberg Partners position peaked at $8.27K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.