Position in PWP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,154,147
-$153,590 QoQ
Shares Held
72,315
+0.4% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#65
of 163 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Private Advisor Group, LLC holds $74,709,716 across 20 Capital Markets names. PWP ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,816 | $25,098,157 | |
| 2 | MS |
Morgan Stanley
|
69,779 | $14,586,602 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
109,333 | $10,963,913 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
28,000 | $7,887,040 | |
| 5 | SCHW |
Schwab Charles Corp
|
62,141 | $5,733,750 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
225,659 | $3,003,521 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
19,273 | $1,677,521 | |
| 8 | PWP |
Perella Weinberg Partners
This page
|
72,315 | $1,154,147 |
All Filings in PWP
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,154,147 | 72,315 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,307,737 | 72,012 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,240,825 | 71,724 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,523,441 | 71,456 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,383,403 | 71,236 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,305,756 | 70,965 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,691,805 | 70,965 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,404,648 | 72,742 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,188,655 | 73,148 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,028,014 | 72,754 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $889,463 | 72,728 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $722,423 | 70,965 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $591,138 | 70,965 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $645,781 | 70,965 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $695,457 | 70,965 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $449,208 | 70,965 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $390,318 | 66,950 | Shares | Sole | 2022-07-13 | |
| 2021-12-31 | $860,977 | 66,950 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $887,087 | 66,950 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $860,977 | 66,950 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||