Position in PWP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,605,652
+$1,464,922 QoQ
Shares Held
1,291,081
+22.5% QoQ
Ownership
1.37%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#20
of 163 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 94%
Shared 6%
None 0%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GW&K Investment Management, LLC holds $318,494,693 across 16 Capital Markets names. PWP ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
1,247,030 | $87,005,282 | |
| 2 | PIPR |
Piper Sandler Companies
|
861,276 | $62,304,705 | |
| 3 | MS |
Morgan Stanley
|
288,780 | $60,366,571 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
349,700 | $46,905,260 | |
| 5 | PWP |
Perella Weinberg Partners
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|
1,291,081 | $20,605,652 | |
| 6 | EVR |
Evercore Inc.
|
59,232 | $20,224,174 | |
| 7 | PJT |
PJT Partners Inc.
|
61,131 | $9,227,113 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
26,319 | $7,413,535 |
All Filings in PWP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,605,652 | 1,291,081 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $19,140,730 | 1,054,005 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,796,645 | 797,494 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,283,931 | 810,691 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,170,800 | 832,688 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $16,681,182 | 906,586 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $22,328,925 | 936,616 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $18,406,793 | 953,226 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $16,239,031 | 999,325 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $14,555,312 | 1,030,100 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||