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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
Q2 		$3.78M Buy
25,058
+1,527
+6% +$235K 0.06% 330
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
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 $3.37T AUM 44.26% 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 $16.3B AUM 42.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its PJT Partners (PJT) stake by 6.5% in Q2 2026, buying an estimated $235K and bringing the position to 25,058 shares worth $3.78M. The position accounts for 0.06% of the portfolio, ranked #330.

Arkadios Wealth Advisors first reported a position in PJT in Q4 2020 and has held it in 9 quarters since. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Arkadios Wealth Advisors held 25,058 shares of PJT Partners worth $3.78M as of Q2 2026.
  • Arkadios Wealth Advisors bought 1,527 PJT Partners shares in Q2 2026, an estimated $235K.
  • PJT Partners made up 0.06% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #330 holding.
  • Arkadios Wealth Advisors first reported a position in PJT Partners in Q4 2020 and has held it in 9 quarters since.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.