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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ranger Investment Management's PWP Position: Q1 2026 in Review

Ranger Investment Management reduced its Perella Weinberg Partners (PWP) stake by 0.36% in Q1 2026, selling an estimated $25.8K and leaving 367,855 shares worth $6.68M. The position accounts for 0.48% of the portfolio, ranked #68.

Ranger Investment Management first reported a position in PWP in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.44M in Q3 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Ranger Investment Management held 367,855 shares of Perella Weinberg Partners worth $6.68M as of Q1 2026.
  • Ranger Investment Management sold 1,315 Perella Weinberg Partners shares in Q1 2026, an estimated $25.8K.
  • Perella Weinberg Partners made up 0.48% of Ranger Investment Management's portfolio in Q1 2026, its #68 holding.
  • Ranger Investment Management first reported a position in Perella Weinberg Partners in Q4 2024 and has held it in 6 quarters since.
  • Ranger Investment Management's Perella Weinberg Partners position peaked at $8.44M in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Ranger Investment Management's 13F filing for Q1 2026, filed 15 May 2026.