Wells Fargo
PWP icon

Wells Fargo’s Perella Weinberg Partners PWP Stock Holding History

Wells Fargo’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
Q2 		$1.85M Buy
115,780
+23,384
+25% +$428K ﹤0.01% 3679
2026
Q1 		$1.68M Sell
92,396
-41,553
-31% -$817K ﹤0.01% 3396
2025
Q4 		$2.32M Buy
133,949
+43,703
+48% +$816K ﹤0.01% 3321
2025
Q3 		$1.92M Buy
90,246
+19,426
+27% +$415K ﹤0.01% 3336
2025
Q2 		$1.38M Buy
70,820
+6,328
+10% +$112K ﹤0.01% 3495
2025
Q1 		$1.19M Buy
64,492
+1,769
+3% +$40.1K ﹤0.01% 3544
2024
Q4 		$1.5M Buy
62,723
+20,868
+50% +$484K ﹤0.01% 3415
2024
Q3 		$808K Sell
41,855
-793
-2% -$14.5K ﹤0.01% 3683
2024
Q2 		$693K Buy
42,648
+28,105
+193% +$424K ﹤0.01% 3709
2024
Q1 		$205K Buy
14,543
+3,634
+33% +$45.7K ﹤0.01% 4456
2023
Q4 		$133K Buy
10,909
+2,496
+30% +$27.2K ﹤0.01% 4727
2023
Q3 		$85.6K Sell
8,413
-9,373
-53% -$95.4K ﹤0.01% 4868
2023
Q2 		$148K Buy
17,786
+10,653
+149% +$87.9K ﹤0.01% 4774
2023
Q1 		$64.9K Buy
+7,133
New +$71.3K ﹤0.01% 5026
2022
Q4 		– Sell
-698
Closed -$4K – 7660
2022
Q3 		$4K Sell
698
-498
-42% -$3.54K ﹤0.01% 5987
2022
Q2 		$7K Buy
1,196
+715
+149% +$5.17K ﹤0.01% 5902
2022
Q1 		$4K Buy
481
+267
+125% +$2.85K ﹤0.01% 6535
2021
Q4 		$3K Buy
214
+3
+1% +$39 ﹤0.01% 6813
2021
Q3 		$3K Buy
+211
New +$2.81K ﹤0.01% 6501

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wells Fargo's PWP Position: Q2 2026 in Review

Wells Fargo increased its Perella Weinberg Partners (PWP) stake by 25% in Q2 2026, buying an estimated $428K and bringing the position to 115,780 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #3679.

Wells Fargo first reported a position in PWP in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.32M in Q4 2025. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Wells Fargo held 115,780 shares of Perella Weinberg Partners worth $1.85M as of Q2 2026.
  • Wells Fargo bought 23,384 Perella Weinberg Partners shares in Q2 2026, an estimated $428K.
  • Perella Weinberg Partners made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3679 holding.
  • Wells Fargo first reported a position in Perella Weinberg Partners in Q3 2021 and has held it in 19 quarters since.
  • Wells Fargo's Perella Weinberg Partners position peaked at $2.32M in Q4 2025.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.