CAL
PJT icon

Capital Analysts LLC’s PJT Partners PJT Stock Holding History

Capital Analysts 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 		$1K Hold
5
– – ﹤0.01% 1519
2026
Q1 		$1K Sell
5
-3
-38% -$472 ﹤0.01% 1516
2025
Q4 		$1K Hold
8
– – ﹤0.01% 1455
2025
Q3 		$1K Hold
8
– – ﹤0.01% 1415
2025
Q2 		$1K Hold
8
– – ﹤0.01% 1370
2025
Q1 		$1K Hold
8
– – ﹤0.01% 1347
2024
Q4 		$1K Hold
8
– – ﹤0.01% 1277
2024
Q3 		$1K Hold
8
– – ﹤0.01% 1289
2024
Q2 		$1K Hold
8
– – ﹤0.01% 1176
2024
Q1 		$1K Hold
8
– – ﹤0.01% 1093
2023
Q4 		$1K Hold
8
– – ﹤0.01% 1071
2023
Q3 		$1K Hold
8
– – ﹤0.01% 1126
2023
Q2 		$1K Hold
8
– – ﹤0.01% 983
2023
Q1 		$1K Buy
8
+1
+14% +$77 ﹤0.01% 954
2022
Q4 		$1K Buy
+7
New +$525 ﹤0.01% 1037
2022
Q3 		– Sell
-7
Closed -$1K – 1122
2022
Q2 		$1K Buy
+7
New +$487 ﹤0.01% 987
2022
Q1 		– Sell
-7
Closed -$1K – 1010
2021
Q4 		$1K Hold
7
– – ﹤0.01% 986
2021
Q3 		$1K Hold
7
– – ﹤0.01% 964
2021
Q2 		$1K Buy
+7
New +$500 ﹤0.01% 918

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 $3.37T AUM 44.26% 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 $16.3B AUM 42.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Analysts LLC's PJT Position: Q2 2026 in Review

Capital Analysts LLC held its PJT Partners (PJT) position steady in Q2 2026 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Capital Analysts LLC first reported a position in PJT in Q2 2021 and has held it in 19 quarters since. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Capital Analysts LLC held 5 shares of PJT Partners worth $1K as of Q2 2026.
  • Capital Analysts LLC left its PJT Partners share count unchanged in Q2 2026.
  • PJT Partners made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1519 holding.
  • Capital Analysts LLC first reported a position in PJT Partners in Q2 2021 and has held it in 19 quarters since.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.