AssetMark Inc
PJT icon

AssetMark Inc’s PJT Partners PJT Stock Holding History

AssetMark Inc’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 		$15.1K Buy
106
+44
+71% +$7.33K ﹤0.01% 2367
2026
Q2 		$9.36K Hold
62
– – ﹤0.01% 2475
2026
Q1 		$8.66K Buy
62
+8
+15% +$1.26K ﹤0.01% 2361
2025
Q4 		$9.03K Sell
54
-3
-5% -$513 ﹤0.01% 2242
2025
Q3 		$10.1K Buy
57
+9
+19% +$1.62K ﹤0.01% 2109
2025
Q2 		$7.92K Hold
48
– – ﹤0.01% 2014
2025
Q1 		$6.62K Sell
48
-32
-40% -$5.03K ﹤0.01% 1932
2024
Q4 		$12.6K Buy
80
+32
+67% +$4.88K ﹤0.01% 1747
2024
Q3 		$6.4K Hold
48
– – ﹤0.01% 1702
2024
Q2 		$5.18K Buy
+48
New +$4.82K ﹤0.01% 1594
2021
Q2 		– Sell
-2
Closed – – 1491
2021
Q1 		$0 Buy
+2
New +$145 ﹤0.01% 1487

Other funds holding PJT

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

AssetMark Inc's PJT Position: Q3 2026 in Review

AssetMark Inc increased its PJT Partners (PJT) stake by 71% in Q3 2026, buying an estimated $7.33K and bringing the position to 106 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

AssetMark Inc first reported a position in PJT in Q1 2021 and has held it in 11 quarters since. 188 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

  • AssetMark Inc held 106 shares of PJT Partners worth $15.1K as of Q3 2026.
  • AssetMark Inc bought 44 PJT Partners shares in Q3 2026, an estimated $7.33K.
  • PJT Partners made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2367 holding.
  • AssetMark Inc first reported a position in PJT Partners in Q1 2021 and has held it in 11 quarters since.
  • 188 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.