BOK Financial’s PJT Partners PJT Stock Holding History

BOK Financial’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	$431K	Buy	3,082 +198	+7%	+$31.2K	0.01%	571
2025 Q4	$482K	Sell	2,884 -20	-0.7%	-$3.42K	0.01%	551
2025 Q3	$516K	Sell	2,904 -4	-0.1%	-$720	0.01%	567
2025 Q2	$480K	Sell	2,908 -397	-12%	-$57.7K	0.01%	576
2025 Q1	$456K	Sell	3,305 -136	-4%	-$21.4K	0.01%	582
2024 Q4	$532K	Sell	3,441 -539	-14%	-$82.2K	0.01%	549
2024 Q3	$527K	Sell	3,980 -1,481	-27%	-$181K	0.01%	562
2024 Q2	$589K	Buy	5,461 +2,560	+88%	+$257K	0.01%	569
2024 Q1	$276K	Buy	2,901 +1,422	+96%	+$140K	0.01%	668
2023 Q4	$151K	Sell	1,479 -54	-4%	-$4.64K	﹤0.01%	700
2023 Q3	$120K	Buy	1,533 +146	+11%	+$11.3K	﹤0.01%	686
2023 Q2	$96.6K	Sell	1,387 -44	-3%	-$3.04K	﹤0.01%	727
2023 Q1	$103K	Sell	1,431 -1,345	-48%	-$103K	﹤0.01%	747
2022 Q4	$205K	Buy	+2,776	New	+$208K	﹤0.01%	851
2022 Q1	–	Sell	-2,941	Closed	-$218K	–	1010
2021 Q4	$218K	Buy	+2,941	New	+$234K	﹤0.01%	915

Other funds holding PJT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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