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Parallel Advisors’s Perella Weinberg Partners PWP Stock Holding History

Parallel Advisors’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 		$9.06K Buy
568
+304
+115% +$5.56K ﹤0.01% 2980
2026
Q1 		$4.79K Buy
264
+82
+45% +$1.61K ﹤0.01% 3044
2025
Q4 		$3.15K Sell
182
-4
-2% -$75 ﹤0.01% 2999
2025
Q3 		$3.97K Buy
186
+4
+2% +$85 ﹤0.01% 2863
2025
Q2 		$3.53K Sell
182
-40
-18% -$707 ﹤0.01% 2866
2025
Q1 		$4.08K Buy
222
+40
+22% +$907 ﹤0.01% 2746
2024
Q4 		$4.34K Hold
182
– – ﹤0.01% 2693
2024
Q3 		$3.51K Hold
182
– – ﹤0.01% 2729
2024
Q2 		$2.96K Hold
182
– – ﹤0.01% 2684
2024
Q1 		$2.57K Hold
182
– – ﹤0.01% 2746
2023
Q4 		$2.23K Hold
182
– – ﹤0.01% 2772
2023
Q3 		$1.85K Hold
182
– – ﹤0.01% 2847
2023
Q2 		$1.52K Sell
182
-2,622
-94% -$21.6K ﹤0.01% 2832
2023
Q1 		$25.5K Buy
+2,804
New +$28K ﹤0.01% 1712

Other funds holding PWP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Parallel Advisors's PWP Position: Q2 2026 in Review

Parallel Advisors increased its Perella Weinberg Partners (PWP) stake by 115% in Q2 2026, buying an estimated $5.56K and bringing the position to 568 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2980.

Parallel Advisors first reported a position in PWP in Q1 2023 and has held it in 14 quarters since. The position peaked at $25.5K in Q1 2023. 47 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Parallel Advisors held 568 shares of Perella Weinberg Partners worth $9.06K as of Q2 2026.
  • Parallel Advisors bought 304 Perella Weinberg Partners shares in Q2 2026, an estimated $5.56K.
  • Perella Weinberg Partners made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2980 holding.
  • Parallel Advisors first reported a position in Perella Weinberg Partners in Q1 2023 and has held it in 14 quarters since.
  • Parallel Advisors's Perella Weinberg Partners position peaked at $25.5K in Q1 2023.
  • 47 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.