LPL Financial
PWP icon

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
Q2 		$263K Sell
16,489
-5,134
-24% -$93.9K ﹤0.01% 5556
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 $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

LPL Financial's PWP Position: Q2 2026 in Review

LPL Financial reduced its Perella Weinberg Partners (PWP) stake by 24% in Q2 2026, selling an estimated $93.9K and leaving 16,489 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #5556.

LPL Financial first reported a position in PWP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.31M in Q4 2024. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • LPL Financial held 16,489 shares of Perella Weinberg Partners worth $263K as of Q2 2026.
  • LPL Financial sold 5,134 Perella Weinberg Partners shares in Q2 2026, an estimated $93.9K.
  • Perella Weinberg Partners made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5556 holding.
  • LPL Financial first reported a position in Perella Weinberg Partners in Q1 2024 and has held it in 10 quarters since.
  • LPL Financial's Perella Weinberg Partners position peaked at $1.31M in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.