Captrust Financial Advisors »

Perella Weinberg Partners shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Perella Weinberg Partners

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Perella Weinberg Partners by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 9.8k 21.32
2025-03-31 $200k 11k 18.40
2024-12-31 $248k 10k 23.84
2022-06-30 $2.0k 411 4.87

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Perella Weinberg Partners

FMR
BlackRock
Wellington Management Company
William Blair Investment Management
Vanguard Group
Nuveen
Adage Capital Partners GP
Westwood Holdings
State Street Corporation
Ameriprise Financial
Geode Capital Management
Goldman Sachs Group
Walleye Trading Advisors
Daniel D. Thurber
Franklin Resources

View all funds holding Perella Weinberg Partners