Brown, Lisle/Cummings’s PJT Partners PJT Stock Holding History

Brown, Lisle/Cummings’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	$419	Hold	3	–	–	﹤0.01%	996
2025 Q4	$502	Hold	3	–	–	﹤0.01%	723
2025 Q3	$533	Hold	3	–	–	﹤0.01%	739
2025 Q2	$495	Hold	3	–	–	﹤0.01%	750
2025 Q1	$414	Hold	3	–	–	﹤0.01%	763
2024 Q4	$473	Hold	3	–	–	﹤0.01%	634
2024 Q3	$400	Hold	3	–	–	﹤0.01%	608
2024 Q2	$324	Hold	3	–	–	﹤0.01%	603
2024 Q1	$283	Hold	3	–	–	﹤0.01%	551
2023 Q4	$306	Hold	3	–	–	﹤0.01%	564
2023 Q3	$238	Hold	3	–	–	﹤0.01%	543
2023 Q2	$209	Hold	3	–	–	﹤0.01%	550
2023 Q1	$217	Hold	3	–	–	﹤0.01%	526
2022 Q4	$221	Hold	3	–	–	﹤0.01%	514
2022 Q3	$200	Hold	3	–	–	﹤0.01%	507
2022 Q2	$211	Hold	3	–	–	﹤0.01%	471
2022 Q1	$189	Hold	3	–	–	﹤0.01%	477
2021 Q4	$222	Buy	+3	New	+$239	﹤0.01%	450

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

Brown, Lisle/Cummings's PJT Position: Q1 2026 in Review

Brown, Lisle/Cummings held its PJT Partners (PJT) position steady in Q1 2026 at 3 shares worth $419. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Brown, Lisle/Cummings first reported a position in PJT in Q4 2021 and has held it in 18 quarters since. The position peaked at $533 in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

Brown, Lisle/Cummings held 3 shares of PJT Partners worth $419 as of Q1 2026.
Brown, Lisle/Cummings left its PJT Partners share count unchanged in Q1 2026.
PJT Partners made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #996 holding.
Brown, Lisle/Cummings first reported a position in PJT Partners in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's PJT Partners position peaked at $533 in Q3 2025.
399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.