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Cape Investment Advisory’s PJT Partners PJT Stock Holding History

Cape Investment Advisory’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 		$1.06K Buy
+7
New +$1.08K ﹤0.01% 1326
2026
Q1 		– Sell
-7
Closed -$1.17K – 919
2025
Q4 		$1.17K Hold
7
– – ﹤0.01% 1175
2025
Q3 		$1.24K Hold
7
– – ﹤0.01% 726
2025
Q2 		$1.16K Sell
7
-39
-85% -$5.67K ﹤0.01% 1017
2025
Q1 		$6.34K Hold
46
– – ﹤0.01% 693
2024
Q4 		$7.26K Buy
46
+7
+18% +$1.07K ﹤0.01% 653
2024
Q3 		$5.2K Hold
39
– – ﹤0.01% 693
2024
Q2 		$4.21K Buy
+39
New +$3.92K ﹤0.01% 697

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

Cape Investment Advisory's PJT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in PJT Partners (PJT) in Q2 2026: 7 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #1326 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PJT as recently as Q4 2025.

Cape Investment Advisory first reported a position in PJT in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.26K in Q4 2024. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Cape Investment Advisory held 7 shares of PJT Partners worth $1.06K as of Q2 2026.
  • PJT Partners was a new Cape Investment Advisory position in Q2 2026.
  • PJT Partners made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1326 holding.
  • Cape Investment Advisory first reported a position in PJT Partners in Q2 2024 and has held it in 8 quarters since.
  • Cape Investment Advisory's PJT Partners position peaked at $7.26K in Q4 2024.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.