Arkadios Wealth Advisors’s PJT Partners PJT Stock Holding History

Arkadios 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 Q1	$3.29M	Buy	23,531 +2,476	+12%	+$390K	0.05%	356
2025 Q4	$3.52M	Buy	21,055 +1,457	+7%	+$249K	0.07%	294
2025 Q3	$3.48M	Buy	19,598 +15,398	+367%	+$2.77M	0.08%	256
2025 Q2	$693K	Buy	+4,200	New	+$610K	0.02%	727
2021 Q4	–	Sell	-8	Closed	–	–	1440
2021 Q3	$0	Hold	8	–	–	﹤0.01%	2009
2021 Q2	$0	Hold	8	–	–	﹤0.01%	2013
2021 Q1	$0	Hold	8	–	–	﹤0.01%	1724
2020 Q4	$0	Buy	+8	New	+$563	﹤0.01%	1451

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

Arkadios Wealth Advisors's PJT Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its PJT Partners (PJT) stake by 12% in Q1 2026, buying an estimated $390K and bringing the position to 23,531 shares worth $3.29M. The position accounts for 0.05% of the portfolio, ranked #356.

Arkadios Wealth Advisors first reported a position in PJT in Q4 2020 and has held it in 8 quarters since. The position peaked at $3.52M in Q4 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

Arkadios Wealth Advisors held 23,531 shares of PJT Partners worth $3.29M as of Q1 2026.
Arkadios Wealth Advisors bought 2,476 PJT Partners shares in Q1 2026, an estimated $390K.
PJT Partners made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #356 holding.
Arkadios Wealth Advisors first reported a position in PJT Partners in Q4 2020 and has held it in 8 quarters since.
Arkadios Wealth Advisors's PJT Partners position peaked at $3.52M in Q4 2025.
399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.