Rothwell Investment Advisors, LLC’s PJT Partners PJT Stock Holding History

Rothwell Investment Advisors, 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	$160	Buy	+1	New	+$167	﹤0.01%	1106

Other funds holding PJT

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PJT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in PJT Partners (PJT) in Q3 2026: 1 share worth $160. The stake represents ﹤0.01% of the portfolio and ranks #1106 among its holdings.

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

Rothwell Investment Advisors, LLC held 1 share of PJT Partners worth $160 as of Q3 2026.
PJT Partners was a new Rothwell Investment Advisors, LLC position in Q3 2026.
PJT Partners made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1106 holding.
188 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.