Pathstone Holdings’s Perella Weinberg Partners PWP Stock Holding History

Pathstone Holdings’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	$238K	Buy	+14,933	New	+$273K	﹤0.01%	2162

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

Pathstone Holdings's PWP Position: Q2 2026 in Review

Pathstone Holdings opened a new position in Perella Weinberg Partners (PWP) in Q2 2026: 14,933 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #2162 among its holdings.

164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

Pathstone Holdings held 14,933 shares of Perella Weinberg Partners worth $238K as of Q2 2026.
Perella Weinberg Partners was a new Pathstone Holdings position in Q2 2026.
Perella Weinberg Partners made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2162 holding.
164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.