SG Americas Securities’s Perella Weinberg Partners PWP Stock Holding History

SG Americas Securities’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	–	Sell	-18,662	Closed	-$323K	–	3599
2025 Q4	$323K	Buy	18,662 +9,526	+104%	+$178K	﹤0.01%	2720
2025 Q3	$195K	Sell	9,136 -45,852	-83%	-$980K	﹤0.01%	2764
2025 Q2	$1.07M	Buy	54,988 +47,496	+634%	+$839K	﹤0.01%	1145
2025 Q1	$138K	Sell	7,492 -18,904	-72%	-$429K	﹤0.01%	2814
2024 Q4	$629K	Buy	26,396 +5,374	+26%	+$125K	﹤0.01%	1143
2024 Q3	$406K	Buy	+21,022	New	+$386K	﹤0.01%	1879
2024 Q1	–	Sell	-11,189	Closed	-$137K	–	3348
2023 Q4	$137K	Buy	+11,189	New	+$122K	﹤0.01%	2496
2023 Q2	–	Sell	-15,544	Closed	-$141K	–	2991
2023 Q1	$141K	Buy	+15,544	New	+$155K	﹤0.01%	2685

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SG Americas Securities's PWP Position: Q1 2026 in Review

SG Americas Securities sold out of Perella Weinberg Partners (PWP) in Q1 2026, closing a stake of 18,662 shares — an estimated $323K sold.

SG Americas Securities first reported a position in PWP in Q1 2023 and held it in 8 quarters. The position peaked at $1.07M in Q2 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

SG Americas Securities reported no remaining Perella Weinberg Partners position as of Q1 2026 after selling out during the quarter.
SG Americas Securities sold 18,662 Perella Weinberg Partners shares in Q1 2026, an estimated $323K.
SG Americas Securities first reported a position in Perella Weinberg Partners in Q1 2023 and held it in 8 quarters.
SG Americas Securities's Perella Weinberg Partners position peaked at $1.07M in Q2 2025.
164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.