Position in PWP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,049,320
-$1,499,824 QoQ
Shares Held
567,000
-2.4% QoQ
Ownership
0.603%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#35
of 163 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 59%
Shared 41%
None 0%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ceredex Value Advisors LLC holds $66,930,290 across 3 Capital Markets names. PWP ranks #3 (13.5% of the industry book) .
All Filings in PWP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,049,320 | 567,000 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $10,549,144 | 580,900 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $10,373,945 | 599,650 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $8,946,745 | 419,641 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $8,322,264 | 428,541 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $6,426,714 | 349,278 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $8,263,514 | 346,624 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $7,164,376 | 371,019 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $8,178,072 | 503,266 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $8,155,355 | 577,166 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $9,470,997 | 774,407 | Shares | Other | 2024-01-25 | |
| 2023-09-30 | $8,193,882 | 804,900 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $7,264,593 | 872,100 | Shares | Other | 2023-07-25 | |
| 2023-03-31 | $7,635,810 | 839,100 | Shares | Other | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||