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Action Point Financial Planning’s PJT Partners PJT Stock Holding History

Action Point Financial Planning’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 		$3.02K Buy
+22
New +$3.39K ﹤0.01% 2058

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

Action Point Financial Planning's PJT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in PJT Partners (PJT) in Q2 2026: 22 shares worth $3.02K. The stake represents ﹤0.01% of the portfolio and ranks #2058 among its holdings.

413 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Action Point Financial Planning held 22 shares of PJT Partners worth $3.02K as of Q2 2026.
  • PJT Partners was a new Action Point Financial Planning position in Q2 2026.
  • PJT Partners made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2058 holding.
  • 413 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.