Amplius Wealth Advisors’s PJT Partners PJT Stock Holding History

Amplius Wealth 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 Q2	$368K	Buy	2,438 +4	+0.2%	+$616	0.03%	152
2026 Q1	$340K	Buy	2,434 +4	+0.2%	+$630	0.03%	135
2025 Q4	$406K	Buy	2,430 +4	+0.2%	+$684	0.03%	123
2025 Q3	$431K	Buy	2,426 +3	+0.1%	+$540	0.04%	118
2025 Q2	$400K	Hold	2,423	–	–	0.04%	136
2025 Q1	$334K	Hold	2,423	–	–	0.03%	128
2024 Q4	$382K	Hold	2,423	–	–	0.04%	123
2024 Q3	$323K	Hold	2,423	–	–	0.04%	120
2024 Q2	$261K	Hold	2,423	–	–	0.03%	140
2024 Q1	$228K	Hold	2,423	–	–	0.03%	156
2023 Q4	$247K	Buy	+2,423	New	+$208K	0.03%	143
2022 Q1	–	Sell	-2,423	Closed	-$179K	–	708
2021 Q4	$179K	Buy	+2,423	New	+$193K	0.02%	195

Other funds holding PJT

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amplius Wealth Advisors's PJT Position: Q2 2026 in Review

Amplius Wealth Advisors increased its PJT Partners (PJT) stake by 0.16% in Q2 2026, buying an estimated $616 and bringing the position to 2,438 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #152.

Amplius Wealth Advisors first reported a position in PJT in Q4 2021 and has held it in 12 quarters since. The position peaked at $431K in Q3 2025. 81 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Amplius Wealth Advisors held 2,438 shares of PJT Partners worth $368K as of Q2 2026.
Amplius Wealth Advisors bought 4 PJT Partners shares in Q2 2026, an estimated $616.
PJT Partners made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #152 holding.
Amplius Wealth Advisors first reported a position in PJT Partners in Q4 2021 and has held it in 12 quarters since.
Amplius Wealth Advisors's PJT Partners position peaked at $431K in Q3 2025.
81 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.