10 Best Small-Cap Financial Stocks to Buy Now
In this article, we will take a look at some of the best small-cap financial stocks that are currently offering attractive upside potential. On June 17, Ph.D.
Perella Weinberg Partners (PWP)
Market is closed
Sector: Financial Services
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Adage Capital Management Phill Gross And Robert Atchinson | 2,611,858 | $47,431,341 | +2% | 0.07% |
| 2. | Walleye Capital Will England | 1,346,310 | $24,448,990 | -9% | 0.1% |
| 3. | Royce & Associates Chuck Royce | 971,991 | $17,651,357 | +5% | 0.17% |
| 4. | Basswood Capital Matthew Lindenbaum | 788,737 | $14,323,464 | -28% | 0.68% |
| 5. | First Eagle Investment Management Jean-Marie Eveillard | 615,057 | $11,169,436 | +6% | 0.02% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $15.76 | 100,000 | $1,576,000.00 | 287,922 | 2026-06-12 | Filing | |
| $17.46 | 14,018 | $244,754.28 | 72,492 | 2026-05-20 | Filing | |
| $17.58 | 43,788 | $769,793.04 | 86,510 | 2026-05-19 | Filing | |
| $19.74 | 51,671 | $1,019,985.54 | 72,492 | 2026-05-05 | Filing | |
| $22.42 | 69,845 | $1,565,924.90 | 98,772 | 2025-09-11 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 366,781 | $5,853,825 | 0.04% | |
| 2. | 124,000 | $1,979,040 | 0.05% | |
| 3. | 72,315 | $1,154,143 | 0.01% | |
| 4. | 34,113 | $544,443 | 0.01% | |
| 5. | 24,655 | $393,494 | 0% |
News See All
Should You Be Optimistic About the Long-Term Outlook of Perella Weinberg Partners (PWP)?
Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q1 2026 investor letter. A copy of the letter can be downloaded here.
Perella Weinberg Partners (NASDAQ:PWP) Q1 2026 Earnings Call Transcript
Operator: Good morning, and welcome to the Perella Weinberg First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's call is being recorded.
7 Most Undervalued Small Cap Stocks to Buy Right Now
On April 14, Mike Wilson, chief investment officer and chief U.S. equity strategist at Morgan Stanley, appeared on CNBC’s “Squawk Box” to talk about what may be next in markets.
Will Perella Weinberg Partners (PWP) be able to Create Shareholder Value Over the Coming Years?
Aristotle Capital Boston, LLC, an investment advisor, released its fourth-quarter investor letter for “Small Cap Equity Fund”. A copy of the letter can be downloaded here. U.S.
Perella Weinberg Partners (NASDAQ:PWP) Q4 2025 Earnings Call Transcript
Operator: Thank you for your continued patience. Your meeting will begin shortly. If you need assistance at any time, please press 0, and a member of our team will be happy to help you.
Perella Weinberg Partners (NASDAQ:PWP) Q3 2025 Earnings Call Transcript
Operator: Good morning, and welcome to the Perella Weinberg Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please be advised that today's call is being recorded.
Perella Weinberg Partners (NASDAQ:PWP) Q2 2025 Earnings Call Transcript
Operator: Good morning, everyone, and welcome to the Perella Weinberg Partners Second Quarter 2025 Earnings Conference Call. [Operator Instructions].
Perella Weinberg Partners (NASDAQ:PWP) Q1 2025 Earnings Call Transcript
Operator: Good morning, and welcome to the Perella Weinberg Partners First Quarter 2025 Earnings Conference Call. Currently all callers have been placed in a listen-only mode.
Perella Weinberg Partners (NASDAQ:PWP) Q4 2024 Earnings Call Transcript
Operator: To the Perella Weinberg Partners full year and fourth quarter earnings conference call.
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