Ranger Investment Management’s Perella Weinberg Partners PWP Stock Holding History

Ranger Investment Management’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	$5.14M	Sell	321,985 -45,870	-12%	-$839K	0.33%	75
2026 Q1	$6.68M	Sell	367,855 -1,315	-0.4%	-$25.8K	0.48%	68
2025 Q4	$6.39M	Sell	369,170 -26,615	-7%	-$497K	0.44%	67
2025 Q3	$8.44M	Buy	395,785 +148,310	+60%	+$3.17M	0.59%	61
2025 Q2	$4.81M	Buy	247,475 +19,195	+8%	+$339K	0.34%	67
2025 Q1	$4.2M	Sell	228,280 -1,845	-0.8%	-$41.9K	0.3%	67
2024 Q4	$5.49M	Buy	+230,125	New	+$5.34M	0.35%	65

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

Ranger Investment Management's PWP Position: Q2 2026 in Review

Ranger Investment Management reduced its Perella Weinberg Partners (PWP) stake by 12% in Q2 2026, selling an estimated $839K and leaving 321,985 shares worth $5.14M. The position accounts for 0.33% of the portfolio, ranked #75.

Ranger Investment Management first reported a position in PWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.44M in Q3 2025. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

Ranger Investment Management held 321,985 shares of Perella Weinberg Partners worth $5.14M as of Q2 2026.
Ranger Investment Management sold 45,870 Perella Weinberg Partners shares in Q2 2026, an estimated $839K.
Perella Weinberg Partners made up 0.33% of Ranger Investment Management's portfolio in Q2 2026, its #75 holding.
Ranger Investment Management first reported a position in Perella Weinberg Partners in Q4 2024 and has held it in 7 quarters since.
Ranger Investment Management's Perella Weinberg Partners position peaked at $8.44M in Q3 2025.
163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Ranger Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.