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Bare Financial Services’s PJT Partners PJT Stock Holding History

Bare Financial Services’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 		$2.93K Sell
21
-32
-60% -$5.04K ﹤0.01% 855
2025
Q4 		$8.86K Buy
53
+11
+26% +$1.88K ﹤0.01% 286
2025
Q3 		$7.46K Hold
42
– – ﹤0.01% 355
2025
Q2 		$6.93K Buy
42
+31
+282% +$4.5K ﹤0.01% 318
2025
Q1 		$1.52K Buy
+11
New +$1.73K ﹤0.01% 380

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

Bare Financial Services's PJT Position: Q1 2026 in Review

Bare Financial Services reduced its PJT Partners (PJT) stake by 60% in Q1 2026, selling an estimated $5.04K and leaving 21 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Bare Financial Services first reported a position in PJT in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.86K in Q4 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Bare Financial Services held 21 shares of PJT Partners worth $2.93K as of Q1 2026.
  • Bare Financial Services sold 32 PJT Partners shares in Q1 2026, an estimated $5.04K.
  • PJT Partners made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #855 holding.
  • Bare Financial Services first reported a position in PJT Partners in Q1 2025 and has held it in 5 quarters since.
  • Bare Financial Services's PJT Partners position peaked at $8.86K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.