LPL Financial
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LPL Financial’s Perella Weinberg Partners PWP Stock Holding History

LPL Financial’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 		$393K Buy
21,623
+2,692
+14% +$52.9K ﹤0.01% 4979
2025
Q4 		$328K Buy
18,931
+2,751
+17% +$51.3K ﹤0.01% 5079
2025
Q3 		$345K Buy
16,180
+1,587
+11% +$33.9K ﹤0.01% 4940
2025
Q2 		$283K Sell
14,593
-718
-5% -$12.7K ﹤0.01% 4815
2025
Q1 		$282K Sell
15,311
-39,606
-72% -$899K ﹤0.01% 4613
2024
Q4 		$1.31M Buy
54,917
+10,173
+23% +$236K ﹤0.01% 3257
2024
Q3 		$864K Sell
44,744
-10,905
-20% -$200K ﹤0.01% 3528
2024
Q2 		$904K Buy
55,649
+224
+0.4% +$3.38K ﹤0.01% 3350
2024
Q1 		$783K Buy
+55,425
New +$696K ﹤0.01% 3408

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

LPL Financial's PWP Position: Q1 2026 in Review

LPL Financial increased its Perella Weinberg Partners (PWP) stake by 14% in Q1 2026, buying an estimated $52.9K and bringing the position to 21,623 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #4979.

LPL Financial first reported a position in PWP in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q4 2024. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • LPL Financial held 21,623 shares of Perella Weinberg Partners worth $393K as of Q1 2026.
  • LPL Financial bought 2,692 Perella Weinberg Partners shares in Q1 2026, an estimated $52.9K.
  • Perella Weinberg Partners made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4979 holding.
  • LPL Financial first reported a position in Perella Weinberg Partners in Q1 2024 and has held it in 9 quarters since.
  • LPL Financial's Perella Weinberg Partners position peaked at $1.31M in Q4 2024.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.