Position in PWP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,389,431
-$4,010,166 QoQ
Shares Held
1,152,220
-6.6% QoQ
Ownership
1.23%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#21
of 163 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Aristotle Capital Boston, LLC holds $18,389,431 across 1 Capital Markets name. PWP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWP |
Perella Weinberg Partners
This page
|
1,152,220 | $18,389,431 |
All Filings in PWP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,389,431 | 1,152,220 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,399,597 | 1,233,458 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,433,127 | 487,464 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||