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Annis Gardner Whiting Capital Advisors’s PJT Partners PJT Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-88
Closed -$12.3K – 1000
2026
Q1 		$12.3K Sell
88
-12
-12% -$1.89K ﹤0.01% 835
2025
Q4 		$16.7K Buy
100
+88
+733% +$15.1K ﹤0.01% 690
2025
Q3 		$2.13K Sell
12
-91
-88% -$16.4K ﹤0.01% 873
2025
Q2 		$17K Buy
+103
New +$15K 0.01% 592

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's PJT Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of PJT Partners (PJT) in Q2 2026, closing a stake of 88 shares — an estimated $12.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in PJT in Q2 2025 and held it in 4 quarters. The position peaked at $17K in Q2 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining PJT Partners position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 88 PJT Partners shares in Q2 2026, an estimated $12.3K.
  • Annis Gardner Whiting Capital Advisors first reported a position in PJT Partners in Q2 2025 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's PJT Partners position peaked at $17K in Q2 2025.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.