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
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

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

AssetMark Inc's PJT Position: Q2 2026 in Review

AssetMark Inc held its PJT Partners (PJT) position steady in Q2 2026 at 62 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

AssetMark Inc first reported a position in PJT in Q1 2021 and has held it in 10 quarters since. The position peaked at $12.6K in Q4 2024. 416 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • AssetMark Inc held 62 shares of PJT Partners worth $9.36K as of Q2 2026.
  • AssetMark Inc left its PJT Partners share count unchanged in Q2 2026.
  • PJT Partners made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2475 holding.
  • AssetMark Inc first reported a position in PJT Partners in Q1 2021 and has held it in 10 quarters since.
  • AssetMark Inc's PJT Partners position peaked at $12.6K in Q4 2024.
  • 416 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.