Wescott Financial Advisory Group, LLC
Position in PWP — Perella Weinberg Partners
CIK 1864880
Philadelphia, PA
Position in PWP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$327,387
-$43,476 QoQ
Shares Held
20,513
+0.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#99
of 163 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $2,771,868 across 2 Capital Markets names. PWP ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,417 | $2,444,481 | |
| 2 | PWP |
Perella Weinberg Partners
This page
|
20,513 | $327,387 |
All Filings in PWP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,387 | 20,513 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $370,863 | 20,422 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $351,882 | 20,340 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $431,964 | 20,261 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $489,306 | 25,196 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $461,784 | 25,097 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $596,238 | 25,010 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $674,672 | 34,939 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,508,975 | 92,860 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||