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 Q3	$351K	Buy	2,459 +21	+0.9%	+$3.5K	0.02%	158
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 $13.5B AUM 16.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Amplius Wealth Advisors's PJT Position: Q3 2026 in Review

Amplius Wealth Advisors increased its PJT Partners (PJT) stake by 0.86% in Q3 2026, buying an estimated $3.5K and bringing the position to 2,459 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #158.

Amplius Wealth Advisors first reported a position in PJT in Q4 2021 and has held it in 13 quarters since. The position peaked at $431K in Q3 2025. 188 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

Amplius Wealth Advisors held 2,459 shares of PJT Partners worth $351K as of Q3 2026.
Amplius Wealth Advisors bought 21 PJT Partners shares in Q3 2026, an estimated $3.5K.
PJT Partners made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #158 holding.
Amplius Wealth Advisors first reported a position in PJT Partners in Q4 2021 and has held it in 13 quarters since.
Amplius Wealth Advisors's PJT Partners position peaked at $431K in Q3 2025.
188 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.