SILVERCREST ASSET MANAGEMENT GROUP LLC
Position in PWP — Perella Weinberg Partners
CIK 1232395
NEW YORK, NY
Position in PWP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,045,701
-$1,370,242 QoQ
Shares Held
441,460
-4.7% QoQ
Ownership
0.469%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#39
of 163 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SILVERCREST ASSET MANAGEMENT GROUP LLC holds $64,675,625 across 6 Capital Markets names. PWP ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
561,354 | $39,165,668 | |
| 2 | GS |
Goldman Sachs Group Inc
|
11,712 | $11,845,165 | |
| 3 | PWP |
Perella Weinberg Partners
This page
|
441,460 | $7,045,701 | |
| 4 | MS |
Morgan Stanley
|
24,294 | $5,078,417 | |
| 5 | SCHW |
Schwab Charles Corp
|
10,140 | $935,617 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
12,106 | $605,057 |
All Filings in PWP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,045,701 | 441,460 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,415,943 | 463,433 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,398,172 | 427,640 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,117,284 | 427,640 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,543,207 | 439,918 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,559,130 | 193,431 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||