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Bay Harbor Wealth Management’s PJT Partners PJT Stock Holding History

Bay Harbor Wealth Management’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 		$302 Sell
2
-1
-33% -$154 ﹤0.01% 1138
2026
Q1 		$419 Buy
3
+2
+200% +$315 ﹤0.01% 1038
2025
Q4 		$167 Hold
1
– – ﹤0.01% 1144
2025
Q3 		$177 Hold
1
– – ﹤0.01% 1063
2025
Q2 		$165 Hold
1
– – ﹤0.01% 986
2025
Q1 		$137 Buy
+1
New +$157 ﹤0.01% 793

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

Bay Harbor Wealth Management's PJT Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its PJT Partners (PJT) stake by 33% in Q2 2026, selling an estimated $154 and leaving 2 shares worth $302. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Bay Harbor Wealth Management first reported a position in PJT in Q1 2025 and has held it in 6 quarters since. The position peaked at $419 in Q1 2026. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Bay Harbor Wealth Management held 2 shares of PJT Partners worth $302 as of Q2 2026.
  • Bay Harbor Wealth Management sold 1 PJT Partners share in Q2 2026, an estimated $154.
  • PJT Partners made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1138 holding.
  • Bay Harbor Wealth Management first reported a position in PJT Partners in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's PJT Partners position peaked at $419 in Q1 2026.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.