Zurich Cantonal Bank’s Perella Weinberg Partners PWP Stock Holding History

Zurich Cantonal Bank’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	$371K	Hold	23,225	–	–	﹤0.01%	2097
2026 Q1	$422K	Buy	+23,225	New	+$456K	﹤0.01%	1923
2025 Q4	–	Sell	-20,498	Closed	-$383K	–	3299
2025 Q3	$437K	Hold	20,498	–	–	﹤0.01%	1819
2025 Q2	$398K	Buy	20,498 +8,577	+72%	+$152K	﹤0.01%	1794
2025 Q1	$219K	Hold	11,921	–	–	﹤0.01%	2056
2024 Q4	$284K	Buy	11,921 +2,158	+22%	+$50.1K	﹤0.01%	1978
2024 Q3	$189K	Hold	9,763	–	–	﹤0.01%	2141
2024 Q2	$159K	Buy	9,763 +5,379	+123%	+$81.2K	﹤0.01%	2152
2024 Q1	$61.9K	Sell	4,384 -6,297	-59%	-$79.1K	﹤0.01%	2524
2023 Q4	$131K	Buy	10,681 +1,855	+21%	+$20.2K	﹤0.01%	2316
2023 Q3	$89.8K	Hold	8,826	–	–	﹤0.01%	2403
2023 Q2	$73.5K	Hold	8,826	–	–	﹤0.01%	2482
2023 Q1	$80.3K	Sell	8,826 -752	-8%	-$7.51K	﹤0.01%	2407
2022 Q4	$93.9K	Sell	9,578 -3,730	-28%	-$31.9K	﹤0.01%	2316
2022 Q3	$84K	Hold	13,308	–	–	﹤0.01%	2348
2022 Q2	$78K	Buy	+13,308	New	+$96.3K	﹤0.01%	2406
2022 Q1	–	Sell	-12,957	Closed	-$167K	–	2815
2021 Q4	$167K	Buy	+12,957	New	+$170K	﹤0.01%	2197

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

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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Zurich Cantonal Bank's PWP Position: Q2 2026 in Review

Zurich Cantonal Bank held its Perella Weinberg Partners (PWP) position steady in Q2 2026 at 23,225 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Zurich Cantonal Bank first reported a position in PWP in Q4 2021 and has held it in 17 quarters since. The position peaked at $437K in Q3 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

Zurich Cantonal Bank held 23,225 shares of Perella Weinberg Partners worth $371K as of Q2 2026.
Zurich Cantonal Bank left its Perella Weinberg Partners share count unchanged in Q2 2026.
Perella Weinberg Partners made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #2097 holding.
Zurich Cantonal Bank first reported a position in Perella Weinberg Partners in Q4 2021 and has held it in 17 quarters since.
Zurich Cantonal Bank's Perella Weinberg Partners position peaked at $437K in Q3 2025.
164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.