ALPS Advisors’s PJT Partners PJT Stock Holding History

ALPS Advisors’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	$2.06M	Sell	14,753 -722	-5%	-$114K	0.01%	397
2025 Q4	$2.59M	Sell	15,475 -1,081	-7%	-$185K	0.02%	353
2025 Q3	$2.94M	Buy	16,556 +13,954	+536%	+$2.51M	0.02%	329
2025 Q2	$429K	Buy	2,602 +32	+1%	+$4.65K	﹤0.01%	714
2025 Q1	$354K	Buy	+2,570	New	+$404K	﹤0.01%	768
2021 Q3	–	Sell	-4,804	Closed	-$343K	–	997
2021 Q2	$343K	Hold	4,804	–	–	﹤0.01%	727
2021 Q1	$325K	Buy	4,804 +254	+6%	+$18.4K	﹤0.01%	760
2020 Q4	$342K	Sell	4,550 -138	-3%	-$9.72K	﹤0.01%	625
2020 Q3	$284K	Sell	4,688 -1,978	-30%	-$111K	﹤0.01%	541
2020 Q2	$342K	Sell	6,666 -741	-10%	-$36.5K	﹤0.01%	522
2020 Q1	$321K	Buy	+7,407	New	+$325K	0.01%	486

Other funds holding PJT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ALPS Advisors's PJT Position: Q1 2026 in Review

ALPS Advisors reduced its PJT Partners (PJT) stake by 4.7% in Q1 2026, selling an estimated $114K and leaving 14,753 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #397.

ALPS Advisors first reported a position in PJT in Q1 2020 and has held it in 11 quarters since. The position peaked at $2.94M in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

ALPS Advisors held 14,753 shares of PJT Partners worth $2.06M as of Q1 2026.
ALPS Advisors sold 722 PJT Partners shares in Q1 2026, an estimated $114K.
PJT Partners made up 0.01% of ALPS Advisors's portfolio in Q1 2026, its #397 holding.
ALPS Advisors first reported a position in PJT Partners in Q1 2020 and has held it in 11 quarters since.
ALPS Advisors's PJT Partners position peaked at $2.94M in Q3 2025.
399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.