Riverwater Partners’s Perella Weinberg Partners PWP Stock Holding History

Riverwater Partners’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 Q3	$758K	Hold	46,447	–	–	0.21%	109
2026 Q2	$741K	Sell	46,447 -43,794	-49%	-$801K	0.22%	112
2026 Q1	$1.64M	Buy	+90,241	New	+$1.77M	0.55%	66
2025 Q1	–	Sell	-16,971	Closed	-$405K	–	229
2024 Q4	$405K	Sell	16,971 -11,308	-40%	-$262K	0.2%	122
2024 Q3	$552K	Sell	28,279 -1,356	-5%	-$24.9K	0.27%	100
2024 Q2	$482K	Sell	29,635 -3,530	-11%	-$53.3K	0.36%	81
2024 Q1	$469K	Sell	33,165 -496	-1%	-$6.23K	0.34%	84
2023 Q4	$412K	Buy	33,661 +801	+2%	+$8.72K	0.32%	91
2023 Q3	$335K	Buy	32,860 +19,326	+143%	+$197K	0.3%	109
2023 Q2	$113K	Buy	+13,534	New	+$112K	0.1%	186

Other funds holding PWP

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bull Street Advisors Savannah, Georgia $221M AUM 13.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Riverwater Partners's PWP Position: Q3 2026 in Review

Riverwater Partners held its Perella Weinberg Partners (PWP) position steady in Q3 2026 at 46,447 shares worth $758K. The position accounts for 0.21% of the portfolio, ranked #109.

Riverwater Partners first reported a position in PWP in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.64M in Q1 2026. 51 funds tracked by Wall St. Rank hold PWP as of Q3 2026.

Riverwater Partners held 46,447 shares of Perella Weinberg Partners worth $758K as of Q3 2026.
Riverwater Partners left its Perella Weinberg Partners share count unchanged in Q3 2026.
Perella Weinberg Partners made up 0.21% of Riverwater Partners's portfolio in Q3 2026, its #109 holding.
Riverwater Partners first reported a position in Perella Weinberg Partners in Q2 2023 and has held it in 10 quarters since.
Riverwater Partners's Perella Weinberg Partners position peaked at $1.64M in Q1 2026.
51 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2026.

Based on Riverwater Partners's 13F filing for Q3 2026, filed 3 Nov 2026.