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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Larson Financial Group's PWP Position: Q1 2026 in Review

Larson Financial Group reduced its Perella Weinberg Partners (PWP) stake by 92% in Q1 2026, selling an estimated $5.78K and leaving 24 shares worth $436. The position accounts for ﹤0.01% of the portfolio, ranked #3337.

Larson Financial Group first reported a position in PWP in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.27K in Q4 2024. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Larson Financial Group held 24 shares of Perella Weinberg Partners worth $436 as of Q1 2026.
  • Larson Financial Group sold 294 Perella Weinberg Partners shares in Q1 2026, an estimated $5.78K.
  • Perella Weinberg Partners made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3337 holding.
  • Larson Financial Group first reported a position in Perella Weinberg Partners in Q3 2024 and has held it in 7 quarters since.
  • Larson Financial Group's Perella Weinberg Partners position peaked at $8.27K in Q4 2024.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.