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Accordant Advisory Group’s PJT Partners PJT Stock Holding History

Accordant Advisory Group’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
Q1 		$979 Hold
7
– – ﹤0.01% 213
2025
Q4 		$1.17K Hold
7
– – ﹤0.01% 149
2025
Q3 		$1.25K Hold
7
– – ﹤0.01% 153
2025
Q2 		$1.16K Hold
7
– – ﹤0.01% 157
2025
Q1 		$966 Hold
7
– – ﹤0.01% 145
2024
Q4 		$1.1K Hold
7
– – ﹤0.01% 135
2024
Q3 		$933 Hold
7
– – ﹤0.01% 141
2024
Q2 		$755 Hold
7
– – ﹤0.01% 145
2024
Q1 		$660 Buy
+7
New +$688 ﹤0.01% 194

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Accordant Advisory Group's PJT Position: Q1 2026 in Review

Accordant Advisory Group held its PJT Partners (PJT) position steady in Q1 2026 at 7 shares worth $979. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Accordant Advisory Group first reported a position in PJT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.25K in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Accordant Advisory Group held 7 shares of PJT Partners worth $979 as of Q1 2026.
  • Accordant Advisory Group left its PJT Partners share count unchanged in Q1 2026.
  • PJT Partners made up ﹤0.01% of Accordant Advisory Group's portfolio in Q1 2026, its #213 holding.
  • Accordant Advisory Group first reported a position in PJT Partners in Q1 2024 and has held it in 9 quarters since.
  • Accordant Advisory Group's PJT Partners position peaked at $1.25K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.