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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
Q2 		$9.06K Buy
60
+39
+186% +$6.01K ﹤0.01% 624
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 $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

Bare Financial Services's PJT Position: Q2 2026 in Review

Bare Financial Services increased its PJT Partners (PJT) stake by 186% in Q2 2026, buying an estimated $6.01K and bringing the position to 60 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Bare Financial Services first reported a position in PJT in Q1 2025 and has held it in 6 quarters since. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Bare Financial Services held 60 shares of PJT Partners worth $9.06K as of Q2 2026.
  • Bare Financial Services bought 39 PJT Partners shares in Q2 2026, an estimated $6.01K.
  • PJT Partners made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #624 holding.
  • Bare Financial Services first reported a position in PJT Partners in Q1 2025 and has held it in 6 quarters since.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.