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Perella Weinberg Partners shares owned by Bell Investment Advisors

Quarter-by-quarter ownership of Perella Weinberg Partners (PWP) shares owned by Bell Investment Advisors from 13F filings

Historical chart of Bell Investment Advisors investment in Perella Weinberg Partners

Tip: Access up to 7 years of quarterly data

All positions including Perella Weinberg Partners held by Bell Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Perella Weinberg Partners by Bell Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.4k 370 17.30

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Goldman Sachs Etf Tr Acces Treasury (GBIL)
Schwab Strategic Tr Fundamental Us L (FNDX)
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Flexshares Tr Iboxx 3r Targt (TDTT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Msci Usa Mmentm (MTUM)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Bell Investment Advisors

Top funds holding Perella Weinberg Partners

FMR
BlackRock
Wellington Management Company
William Blair Investment Management
Vanguard Group
Nuveen
Westwood Holdings
Adage Capital Partners GP
State Street Corporation
Ameriprise Financial
Goldman Sachs Group
Geode Capital Management
Walleye Trading Advisors
Robeco Investment Management
Raymond James Financial

View all funds holding Perella Weinberg Partners