SignatureFD’s Perella Weinberg Partners PWP Stock Holding History

SignatureFD’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	$3.16K	Buy	194 +86	+80%	+$1.36K	﹤0.01%	3067
2026 Q2	$1.72K	Buy	108 +22	+26%	+$402	﹤0.01%	3162
2026 Q1	$1.56K	Sell	86 -140	-62%	-$2.75K	﹤0.01%	3120
2025 Q4	$3.91K	Buy	226 +17	+8%	+$317	﹤0.01%	2776
2025 Q3	$4.46K	Buy	209 +27	+15%	+$577	﹤0.01%	2721
2025 Q2	$3.53K	Buy	182 +72	+65%	+$1.27K	﹤0.01%	2704
2025 Q1	$2.02K	Sell	110 -31	-22%	-$703	﹤0.01%	2872
2024 Q4	$3.36K	Buy	+141	New	+$3.27K	﹤0.01%	2728

Other funds holding PWP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

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

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

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

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

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

SignatureFD's PWP Position: Q3 2026 in Review

SignatureFD increased its Perella Weinberg Partners (PWP) stake by 80% in Q3 2026, buying an estimated $1.36K and bringing the position to 194 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #3067.

SignatureFD first reported a position in PWP in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.46K in Q3 2025. 75 funds tracked by Wall St. Rank hold PWP as of Q3 2026.

SignatureFD held 194 shares of Perella Weinberg Partners worth $3.16K as of Q3 2026.
SignatureFD bought 86 Perella Weinberg Partners shares in Q3 2026, an estimated $1.36K.
Perella Weinberg Partners made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #3067 holding.
SignatureFD first reported a position in Perella Weinberg Partners in Q4 2024 and has held it in 8 quarters since.
SignatureFD's Perella Weinberg Partners position peaked at $4.46K in Q3 2025.
75 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.