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
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

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return