Bogart Wealth LLC’s PJT Partners PJT Stock Holding History

Bogart Wealth LLC’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	$559	Buy	4 +3	+300%	+$472	﹤0.01%	1556
2025 Q4	$167	Hold	1	–	–	﹤0.01%	1541
2025 Q3	$178	Hold	1	–	–	﹤0.01%	1489
2025 Q2	$165	Hold	1	–	–	﹤0.01%	1415
2025 Q1	$138	Sell	1 -16	-94%	-$2.52K	﹤0.01%	1369
2024 Q4	$2.68K	Buy	17 +16	+1,600%	+$2.44K	﹤0.01%	1039
2024 Q3	$133	Hold	1	–	–	﹤0.01%	1111
2024 Q2	$108	Hold	1	–	–	﹤0.01%	1098
2024 Q1	$94	Hold	1	–	–	﹤0.01%	1057
2023 Q4	$102	Sell	1 -3	-75%	-$258	﹤0.01%	1045
2023 Q3	$318	Buy	4 +3	+300%	+$232	﹤0.01%	1028
2023 Q2	$70	Hold	1	–	–	﹤0.01%	1034
2023 Q1	$72	Sell	1 -8	-89%	-$614	﹤0.01%	1094
2022 Q4	$663	Hold	9	–	–	﹤0.01%	894
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	930
2022 Q2	$1K	Buy	9 +1	+13%	+$70	﹤0.01%	857
2022 Q1	$1K	Buy	+8	New	+$520	﹤0.01%	754
2020 Q3	–	Sell	-38	Closed	-$2K	–	479
2020 Q2	$2K	Sell	38 -25	-40%	-$1.23K	﹤0.01%	396
2020 Q1	$3K	Hold	63	–	–	﹤0.01%	357
2019 Q4	$3K	Buy	63 +38	+152%	+$1.59K	﹤0.01%	353
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	349
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	322
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	333
2018 Q4	$0	Hold	25	–	–	﹤0.01%	367
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	320
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	332
2018 Q1	$1K	Sell	25 -4	-14%	-$193	﹤0.01%	331
2017 Q4	$1K	Hold	29	–	–	﹤0.01%	323
2017 Q3	$1K	Buy	+29	New	+$1.15K	﹤0.01%	314

Other funds holding PJT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bogart Wealth LLC's PJT Position: Q1 2026 in Review

Bogart Wealth LLC increased its PJT Partners (PJT) stake by 300% in Q1 2026, buying an estimated $472 and bringing the position to 4 shares worth $559. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Bogart Wealth LLC first reported a position in PJT in Q3 2017 and has held it in 29 quarters since. The position peaked at $3K in Q1 2020. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

Bogart Wealth LLC held 4 shares of PJT Partners worth $559 as of Q1 2026.
Bogart Wealth LLC bought 3 PJT Partners shares in Q1 2026, an estimated $472.
PJT Partners made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1556 holding.
Bogart Wealth LLC first reported a position in PJT Partners in Q3 2017 and has held it in 29 quarters since.
Bogart Wealth LLC's PJT Partners position peaked at $3K in Q1 2020.
399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.