Blue Bell Private Wealth Management’s PJT Partners PJT Stock Holding History

Blue Bell Private 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	$1.96K	Sell	13 -12	-48%	-$1.85K	﹤0.01%	659
2026 Q1	$3.49K	Hold	25	–	–	﹤0.01%	629
2025 Q4	$4.18K	Buy	25 +12	+92%	+$2.05K	﹤0.01%	613
2025 Q3	$2.31K	Hold	13	–	–	﹤0.01%	632
2025 Q2	$2.15K	Hold	13	–	–	﹤0.01%	628
2025 Q1	$1.79K	Hold	13	–	–	﹤0.01%	633
2024 Q4	$2.05K	Hold	13	–	–	﹤0.01%	589
2024 Q3	$1.73K	Hold	13	–	–	﹤0.01%	617
2024 Q2	$1.4K	Hold	13	–	–	﹤0.01%	652
2024 Q1	$1.23K	Hold	13	–	–	﹤0.01%	666
2023 Q4	$1.32K	Hold	13	–	–	﹤0.01%	653
2023 Q3	$1.03K	Hold	13	–	–	﹤0.01%	628
2023 Q2	$905	Hold	13	–	–	﹤0.01%	642
2023 Q1	$938	Hold	13	–	–	﹤0.01%	614
2022 Q4	$958	Hold	13	–	–	﹤0.01%	638
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	700
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	752
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	816
2021 Q4	$1K	Buy	+13	New	+$1.04K	﹤0.01%	801

Other funds holding PJT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Blue Bell Private Wealth Management's PJT Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its PJT Partners (PJT) stake by 48% in Q2 2026, selling an estimated $1.85K and leaving 13 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Blue Bell Private Wealth Management first reported a position in PJT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.18K in Q4 2025. 415 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Blue Bell Private Wealth Management held 13 shares of PJT Partners worth $1.96K as of Q2 2026.
Blue Bell Private Wealth Management sold 12 PJT Partners shares in Q2 2026, an estimated $1.85K.
PJT Partners made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #659 holding.
Blue Bell Private Wealth Management first reported a position in PJT Partners in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's PJT Partners position peaked at $4.18K in Q4 2025.
415 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.