Raymond James Financial’s Perella Weinberg Partners PWP Stock Holding History

Raymond James Financial’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	$20.8M	Sell	1,302,843 -7,320	-0.6%	-$134K	0.01%	1534
2026 Q1	$22.9M	Sell	1,310,163 -50,778	-4%	-$998K	0.01%	1365
2025 Q4	$23.7M	Buy	1,360,941 +237,734	+21%	+$4.44M	0.01%	1323
2025 Q3	$23.9M	Buy	1,123,207 +204,867	+22%	+$4.38M	0.01%	1292
2025 Q2	$17.8M	Buy	918,340 +38,595	+4%	+$682K	0.01%	1459
2025 Q1	$16.2M	Buy	879,745 +104,035	+13%	+$2.36M	0.01%	1473
2024 Q4	$18.5M	Buy	+775,710	New	+$18M	0.01%	1382

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

Raymond James Financial's PWP Position: Q2 2026 in Review

Raymond James Financial reduced its Perella Weinberg Partners (PWP) stake by 0.56% in Q2 2026, selling an estimated $134K and leaving 1,302,843 shares worth $20.8M. The position accounts for 0.01% of the portfolio, ranked #1534.

Raymond James Financial first reported a position in PWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.9M in Q3 2025. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

Raymond James Financial held 1,302,843 shares of Perella Weinberg Partners worth $20.8M as of Q2 2026.
Raymond James Financial sold 7,320 Perella Weinberg Partners shares in Q2 2026, an estimated $134K.
Perella Weinberg Partners made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1534 holding.
Raymond James Financial first reported a position in Perella Weinberg Partners in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Perella Weinberg Partners position peaked at $23.9M in Q3 2025.
163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.