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Atwood & Palmer’s PJT Partners PJT Stock Holding History

Atwood & Palmer’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 		$999 Hold
7
– – ﹤0.01% 462
2026
Q2 		$1.06K Hold
7
– – ﹤0.01% 453
2026
Q1 		$979 Hold
7
– – ﹤0.01% 478
2025
Q4 		$1.17K Buy
+7
New +$1.2K ﹤0.01% 458

Other funds holding PJT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Atwood & Palmer's PJT Position: Q3 2026 in Review

Atwood & Palmer held its PJT Partners (PJT) position steady in Q3 2026 at 7 shares worth $999. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Atwood & Palmer first reported a position in PJT in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.17K in Q4 2025. 11 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

  • Atwood & Palmer held 7 shares of PJT Partners worth $999 as of Q3 2026.
  • Atwood & Palmer left its PJT Partners share count unchanged in Q3 2026.
  • PJT Partners made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #462 holding.
  • Atwood & Palmer first reported a position in PJT Partners in Q4 2025 and has held it in 4 quarters since.
  • Atwood & Palmer's PJT Partners position peaked at $1.17K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.