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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
Q2 		$151 Sell
1
-3
-75% -$462 ﹤0.01% 1916
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
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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bogart Wealth LLC's PJT Position: Q2 2026 in Review

Bogart Wealth LLC reduced its PJT Partners (PJT) stake by 75% in Q2 2026, selling an estimated $462 and leaving 1 share worth $151. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Bogart Wealth LLC first reported a position in PJT in Q3 2017 and has held it in 30 quarters since. The position peaked at $3K in Q1 2020. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Bogart Wealth LLC held 1 share of PJT Partners worth $151 as of Q2 2026.
  • Bogart Wealth LLC sold 3 PJT Partners shares in Q2 2026, an estimated $462.
  • PJT Partners made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1916 holding.
  • Bogart Wealth LLC first reported a position in PJT Partners in Q3 2017 and has held it in 30 quarters since.
  • Bogart Wealth LLC's PJT Partners position peaked at $3K in Q1 2020.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.