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Bell Investment Advisors’s PJT Partners PJT Stock Holding History

Bell Investment Advisors’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 		$4.75K Hold
34
– – ﹤0.01% 981
2025
Q4 		$5.68K Hold
34
– – ﹤0.01% 918
2025
Q3 		$6.04K Hold
34
– – ﹤0.01% 832
2025
Q2 		$5.61K Hold
34
– – ﹤0.01% 933
2025
Q1 		$4.69K Hold
34
– – ﹤0.01% 943
2024
Q4 		$5.37K Hold
34
– – ﹤0.01% 901
2024
Q3 		$4.53K Hold
34
– – ﹤0.01% 983
2024
Q2 		$3.67K Hold
34
– – ﹤0.01% 1079
2024
Q1 		$3.21K Hold
34
– – ﹤0.01% 1141
2023
Q4 		$3.46K Sell
34
-6
-15% -$516 ﹤0.01% 1079
2023
Q3 		$3.18K Buy
+40
New +$3.09K ﹤0.01% 1052
2023
Q2 		– Sell
-34
Closed -$2.46K – 1975
2023
Q1 		$2.46K Buy
34
+7
+26% +$537 ﹤0.01% 1143
2022
Q4 		$1.99K Buy
27
+20
+286% +$1.5K ﹤0.01% 1296
2022
Q3 		$0 Buy
+7
New +$491 ﹤0.01% 1900

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

Bell Investment Advisors's PJT Position: Q1 2026 in Review

Bell Investment Advisors held its PJT Partners (PJT) position steady in Q1 2026 at 34 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Bell Investment Advisors first reported a position in PJT in Q3 2022 and has held it in 14 quarters since. The position peaked at $6.04K in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Bell Investment Advisors held 34 shares of PJT Partners worth $4.75K as of Q1 2026.
  • Bell Investment Advisors left its PJT Partners share count unchanged in Q1 2026.
  • PJT Partners made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #981 holding.
  • Bell Investment Advisors first reported a position in PJT Partners in Q3 2022 and has held it in 14 quarters since.
  • Bell Investment Advisors's PJT Partners position peaked at $6.04K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.