AWAU
PJT icon

Alliance Wealth Advisors (Utah)’s PJT Partners PJT Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$418K Buy
2,771
+48
+2% +$7.4K 0.08% 157
2026
Q1 		$380K Sell
2,723
-926
-25% -$146K 0.08% 164
2025
Q4 		$610K Sell
3,649
-1,424
-28% -$244K 0.13% 150
2025
Q3 		$902K Buy
5,073
+313
+7% +$56.3K 0.21% 129
2025
Q2 		$785K Buy
4,760
+75
+2% +$10.9K 0.19% 121
2025
Q1 		$646K Buy
4,685
+1,928
+70% +$303K 0.17% 132
2024
Q4 		$435K Buy
+2,757
New +$420K 0.11% 170

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

Alliance Wealth Advisors (Utah)'s PJT Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) increased its PJT Partners (PJT) stake by 1.8% in Q2 2026, buying an estimated $7.4K and bringing the position to 2,771 shares worth $418K. The position accounts for 0.08% of the portfolio, ranked #157.

Alliance Wealth Advisors (Utah) first reported a position in PJT in Q4 2024 and has held it in 7 quarters since. The position peaked at $902K in Q3 2025. 415 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 2,771 shares of PJT Partners worth $418K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) bought 48 PJT Partners shares in Q2 2026, an estimated $7.4K.
  • PJT Partners made up 0.08% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #157 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in PJT Partners in Q4 2024 and has held it in 7 quarters since.
  • Alliance Wealth Advisors (Utah)'s PJT Partners position peaked at $902K in Q3 2025.
  • 415 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.