Superior Planning, LLC’s PJT Partners PJT Stock Holding History

Superior Planning, LLC’s Portfolio PJT Stock Details PJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.14K	Buy	+22	New	+$3.67K	﹤0.01%	1391

Other funds holding PJT

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Superior Planning, LLC's PJT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in PJT Partners (PJT) in Q3 2026: 22 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #1391 among its holdings.

284 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

Superior Planning, LLC held 22 shares of PJT Partners worth $3.14K as of Q3 2026.
PJT Partners was a new Superior Planning, LLC position in Q3 2026.
PJT Partners made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1391 holding.
284 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.