Private Advisor Group
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Private Advisor Group’s Perella Weinberg Partners PWP Stock Holding History

Private Advisor Group’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
Q3 		$1.2M Buy
73,794
+1,479
+2% +$23.4K ﹤0.01% 1540
2026
Q2 		$1.15M Buy
72,315
+303
+0.4% +$5.54K 0.01% 1293
2026
Q1 		$1.31M Buy
72,012
+288
+0.4% +$5.66K 0.01% 1260
2025
Q4 		$1.24M Buy
71,724
+268
+0.4% +$5K 0.01% 1290
2025
Q3 		$1.52M Buy
71,456
+220
+0.3% +$4.7K 0.01% 1142
2025
Q2 		$1.38M Buy
71,236
+271
+0.4% +$4.79K 0.01% 1136
2025
Q1 		$1.31M Hold
70,965
– – 0.01% 1112
2024
Q4 		$1.69M Sell
70,965
-1,777
-2% -$41.2K 0.01% 956
2024
Q3 		$1.4M Sell
72,742
-406
-0.6% -$7.45K 0.01% 1066
2024
Q2 		$1.19M Buy
73,148
+394
+0.5% +$5.95K 0.01% 1097
2024
Q1 		$1.03M Buy
72,754
+26
+0% +$327 0.01% 1147
2023
Q4 		$889K Buy
72,728
+1,763
+2% +$19.2K 0.01% 1174
2023
Q3 		$722K Hold
70,965
– – 0.01% 1210
2023
Q2 		$591K Hold
70,965
– – 0.01% 1296
2023
Q1 		$646K Hold
70,965
– – 0.01% 1212
2022
Q4 		$695 Hold
70,965
– – ﹤0.01% 1315
2022
Q3 		$449K Buy
70,965
+4,015
+6% +$28.5K 0.01% 1293
2022
Q2 		$390K Buy
+66,950
New +$484K ﹤0.01% 1520
2022
Q1 		– Sell
-66,950
Closed -$861K – 2244
2021
Q4 		$861K Hold
66,950
– – 0.01% 1194
2021
Q3 		$887K Hold
66,950
– – 0.01% 1265
2021
Q2 		$861K Buy
+66,950
New +$789K 0.01% 1144

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Private Advisor Group's PWP Position: Q3 2026 in Review

Private Advisor Group increased its Perella Weinberg Partners (PWP) stake by 2% in Q3 2026, buying an estimated $23.4K and bringing the position to 73,794 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Private Advisor Group first reported a position in PWP in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.69M in Q4 2024. 75 funds tracked by Wall St. Rank hold PWP as of Q3 2026.

  • Private Advisor Group held 73,794 shares of Perella Weinberg Partners worth $1.2M as of Q3 2026.
  • Private Advisor Group bought 1,479 Perella Weinberg Partners shares in Q3 2026, an estimated $23.4K.
  • Perella Weinberg Partners made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #1540 holding.
  • Private Advisor Group first reported a position in Perella Weinberg Partners in Q2 2021 and has held it in 21 quarters since.
  • Private Advisor Group's Perella Weinberg Partners position peaked at $1.69M in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.