Raymond James Financial
PWP icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial's PWP Position: Q1 2026 in Review

Raymond James Financial reduced its Perella Weinberg Partners (PWP) stake by 3.7% in Q1 2026, selling an estimated $998K and leaving 1,310,163 shares worth $22.9M. The position accounts for 0.01% of the portfolio, ranked #1365.

Raymond James Financial first reported a position in PWP in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.9M in Q3 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Raymond James Financial held 1,310,163 shares of Perella Weinberg Partners worth $22.9M as of Q1 2026.
  • Raymond James Financial sold 50,778 Perella Weinberg Partners shares in Q1 2026, an estimated $998K.
  • Perella Weinberg Partners made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1365 holding.
  • Raymond James Financial first reported a position in Perella Weinberg Partners in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Perella Weinberg Partners position peaked at $23.9M in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.