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	–	1518
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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return