Account Management’s PJT Partners PJT Stock Holding History

Account 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	$292K	Hold	1,937	–	–	0.3%	22
2026 Q1	$271K	Hold	1,937	–	–	0.3%	23
2025 Q4	$324K	Hold	1,937	–	–	0.35%	21
2025 Q3	$344K	Hold	1,937	–	–	0.37%	21
2025 Q2	$320K	Hold	1,937	–	–	0.35%	22
2025 Q1	$267K	Hold	1,937	–	–	0.29%	22
2024 Q4	$306K	Hold	1,937	–	–	0.36%	22
2024 Q3	$258K	Sell	1,937 -375	-16%	-$45.8K	0.31%	22
2024 Q2	$249K	Sell	2,312 -187	-7%	-$18.8K	0.28%	23
2024 Q1	$236K	Hold	2,499	–	–	0.25%	23
2023 Q4	$255K	Sell	2,499 -43	-2%	-$3.7K	0.3%	23
2023 Q3	$202K	Buy	+2,542	New	+$197K	0.28%	21
2023 Q1	–	Sell	-2,767	Closed	-$204K	–	24
2022 Q4	$204K	Sell	2,767 -300	-10%	-$22.5K	0.29%	20
2022 Q3	$204K	Hold	3,067	–	–	0.28%	23
2022 Q2	$215K	Buy	+3,067	New	+$213K	0.26%	25
2022 Q1	–	Sell	-3,113	Closed	-$231K	–	26
2021 Q4	$231K	Buy	+3,113	New	+$248K	0.2%	26
2018 Q4	–	Sell	-4,755	Closed	-$249K	–	25
2018 Q3	$249K	Hold	4,755	–	–	0.19%	24
2018 Q2	$254K	Sell	4,755 -62	-1%	-$3.39K	0.22%	25
2018 Q1	$241K	Hold	4,817	–	–	0.22%	22
2017 Q4	$220K	Buy	+4,817	New	+$196K	0.19%	24

Other funds holding PJT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Account Management's PJT Position: Q2 2026 in Review

Account Management held its PJT Partners (PJT) position steady in Q2 2026 at 1,937 shares worth $292K. The position accounts for 0.3% of the portfolio, ranked #22.

Account Management first reported a position in PJT in Q4 2017 and has held it in 20 quarters since. The position peaked at $344K in Q3 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Account Management held 1,937 shares of PJT Partners worth $292K as of Q2 2026.
Account Management left its PJT Partners share count unchanged in Q2 2026.
PJT Partners made up 0.3% of Account Management's portfolio in Q2 2026, its #22 holding.
Account Management first reported a position in PJT Partners in Q4 2017 and has held it in 20 quarters since.
Account Management's PJT Partners position peaked at $344K in Q3 2025.
417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Account Management's 13F filing for Q2 2026, filed 4 Aug 2026.