Loomis, Sayles & Company’s Perella Weinberg Partners PWP Stock Holding History

Loomis, Sayles & Company’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	$7.58M	Sell	474,830 -1,759	-0.4%	-$32.2K	0.01%	412
2026 Q1	$8.65M	Sell	476,589 -38,346	-7%	-$754K	0.01%	373
2025 Q4	$8.91M	Buy	514,935 +190	+0%	+$3.55K	0.01%	374
2025 Q3	$11M	Buy	514,745 +12,398	+2%	+$265K	0.01%	343
2025 Q2	$9.76M	Buy	502,347 +171,844	+52%	+$3.04M	0.01%	382
2025 Q1	$6.08M	Buy	+330,503	New	+$7.5M	0.01%	409

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

Loomis, Sayles & Company's PWP Position: Q2 2026 in Review

Loomis, Sayles & Company reduced its Perella Weinberg Partners (PWP) stake by 0.37% in Q2 2026, selling an estimated $32.2K and leaving 474,830 shares worth $7.58M. The position accounts for 0.01% of the portfolio, ranked #412.

Loomis, Sayles & Company first reported a position in PWP in Q1 2025 and has held it in 6 quarters since. The position peaked at $11M in Q3 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

Loomis, Sayles & Company held 474,830 shares of Perella Weinberg Partners worth $7.58M as of Q2 2026.
Loomis, Sayles & Company sold 1,759 Perella Weinberg Partners shares in Q2 2026, an estimated $32.2K.
Perella Weinberg Partners made up 0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #412 holding.
Loomis, Sayles & Company first reported a position in Perella Weinberg Partners in Q1 2025 and has held it in 6 quarters since.
Loomis, Sayles & Company's Perella Weinberg Partners position peaked at $11M in Q3 2025.
164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.