Capstone Investment Advisors
PJT icon

Capstone Investment Advisors’s PJT Partners PJT Stock Holding History

Capstone Investment Advisors’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
2025
Q3 		– Sell
-1,593
Closed -$263K – 2027
2025
Q2 		$263K Buy
+1,593
New +$231K ﹤0.01% 1445
2017
Q4 		– Sell
-6,197
Closed -$237K – 618
2017
Q3 		$237K Buy
+6,197
New +$246K 0.01% 442

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capstone Investment Advisors's PJT Position: Q3 2025 in Review

Capstone Investment Advisors sold out of PJT Partners (PJT) in Q3 2025, closing a stake of 1,593 shares — an estimated $263K sold.

Capstone Investment Advisors first reported a position in PJT in Q3 2017 and held it in 2 quarters. The position peaked at $263K in Q2 2025. 394 funds tracked by Wall St. Rank hold PJT as of Q3 2025.

  • Capstone Investment Advisors reported no remaining PJT Partners position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,593 PJT Partners shares in Q3 2025, an estimated $263K.
  • Capstone Investment Advisors first reported a position in PJT Partners in Q3 2017 and held it in 2 quarters.
  • Capstone Investment Advisors's PJT Partners position peaked at $263K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held PJT Partners as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.