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Abound Wealth Management’s PJT Partners PJT Stock Holding History

Abound Wealth Management’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
Q2 		– Sell
-1
Closed -$186 – 1516
2026
Q1 		$186 Sell
1
-2
-67% -$315 ﹤0.01% 1256
2025
Q4 		$557 Buy
3
+1
+50% +$171 ﹤0.01% 948
2025
Q3 		$356 Hold
2
– – ﹤0.01% 973
2025
Q2 		$331 Hold
2
– – ﹤0.01% 904
2025
Q1 		$276 Hold
2
– – ﹤0.01% 887
2024
Q4 		$316 Hold
2
– – ﹤0.01% 876
2024
Q3 		$267 Buy
+2
New +$244 ﹤0.01% 1009
2023
Q2 		– Sell
-1
Closed -$73 – 1217
2023
Q1 		$73 Buy
+1
New +$77 ﹤0.01% 709

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abound Wealth Management's PJT Position: Q2 2026 in Review

Abound Wealth Management sold out of PJT Partners (PJT) in Q2 2026, closing a stake of 1 share — an estimated $186 sold.

Abound Wealth Management first reported a position in PJT in Q1 2023 and held it in 8 quarters. The position peaked at $557 in Q4 2025. 416 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Abound Wealth Management reported no remaining PJT Partners position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 1 PJT Partners share in Q2 2026, an estimated $186.
  • Abound Wealth Management first reported a position in PJT Partners in Q1 2023 and held it in 8 quarters.
  • Abound Wealth Management's PJT Partners position peaked at $557 in Q4 2025.
  • 416 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.