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Perella Weinberg Partners shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Perella Weinberg Partners (PWP) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Perella Weinberg Partners

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All positions including Perella Weinberg Partners held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Perella Weinberg Partners by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2k 128 17.30

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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