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Richardson Financial Services’s Perella Weinberg Partners PWP Stock Holding History

Richardson Financial Services’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
2025
Q2 		– Sell
-361
Closed -$6.64K – 635
2025
Q1 		$6.64K Sell
361
-2
-0.6% -$45 0.01% 433
2024
Q4 		$8.59K Buy
+363
New +$8.42K 0.01% 416

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Richardson Financial Services's PWP Position: Q2 2025 in Review

Richardson Financial Services sold out of Perella Weinberg Partners (PWP) in Q2 2025, closing a stake of 361 shares — an estimated $6.64K sold.

Richardson Financial Services first reported a position in PWP in Q4 2024 and held it in 2 quarters. The position peaked at $8.59K in Q4 2024. 167 funds tracked by Wall St. Rank hold PWP as of Q2 2025.

  • Richardson Financial Services reported no remaining Perella Weinberg Partners position as of Q2 2025 after selling out during the quarter.
  • Richardson Financial Services sold 361 Perella Weinberg Partners shares in Q2 2025, an estimated $6.64K.
  • Richardson Financial Services first reported a position in Perella Weinberg Partners in Q4 2024 and held it in 2 quarters.
  • Richardson Financial Services's Perella Weinberg Partners position peaked at $8.59K in Q4 2024.
  • 167 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2025.

Based on Richardson Financial Services's 13F filing for Q2 2025, filed 25 Jul 2025.