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James T. Borello RIA’s Perella Weinberg Partners PWP Stock Holding History

James T. Borello RIA’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 		– Sell
-15
Closed -$272 – 1279
2026
Q1 		$272 Sell
15
-15
-50% -$295 ﹤0.01% 1095
2025
Q4 		$519 Buy
+30
New +$560 ﹤0.01% 938

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
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

James T. Borello RIA's PWP Position: Q2 2026 in Review

James T. Borello RIA sold out of Perella Weinberg Partners (PWP) in Q2 2026, closing a stake of 15 shares — an estimated $272 sold.

James T. Borello RIA first reported a position in PWP in Q4 2025 and held it in 2 quarters. The position peaked at $519 in Q4 2025. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • James T. Borello RIA reported no remaining Perella Weinberg Partners position as of Q2 2026 after selling out during the quarter.
  • James T. Borello RIA sold 15 Perella Weinberg Partners shares in Q2 2026, an estimated $272.
  • James T. Borello RIA first reported a position in Perella Weinberg Partners in Q4 2025 and held it in 2 quarters.
  • James T. Borello RIA's Perella Weinberg Partners position peaked at $519 in Q4 2025.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.