CAPTRUST Financial Advisors
PJT icon

CAPTRUST Financial Advisors’s PJT Partners PJT Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$7.57M Buy
54,167
+52,047
+2,455% +$8.19M 0.01% 614
2025
Q4 		$354K Sell
2,120
-11
-0.5% -$1.88K ﹤0.01% 2119
2025
Q3 		$379K Buy
2,131
+70
+3% +$12.6K ﹤0.01% 2006
2025
Q2 		$340K Buy
2,061
+207
+11% +$30.1K ﹤0.01% 1973
2025
Q1 		$256K Sell
1,854
-1,192
-39% -$188K ﹤0.01% 2030
2024
Q4 		$481K Sell
3,046
-103
-3% -$15.7K ﹤0.01% 1628
2024
Q3 		$420K Buy
3,149
+67
+2% +$8.19K ﹤0.01% 1675
2024
Q2 		$333K Sell
3,082
-15
-0.5% -$1.51K ﹤0.01% 1755
2024
Q1 		$292K Sell
3,097
-5,862
-65% -$576K ﹤0.01% 1791
2023
Q4 		$913K Buy
8,959
+8
+0.1% +$688 ﹤0.01% 1327
2023
Q3 		$711K Buy
8,951
+6,063
+210% +$469K ﹤0.01% 1410
2023
Q2 		$201K Buy
+2,888
New +$199K ﹤0.01% 2262
2022
Q3 		– Sell
-2,347
Closed -$165K – 3484
2022
Q2 		$165K Sell
2,347
-25
-1% -$1.74K ﹤0.01% 1838
2022
Q1 		$150K Buy
2,372
+120
+5% +$7.8K ﹤0.01% 1939
2021
Q4 		$167K Buy
2,252
+3
+0.1% +$239 ﹤0.01% 1770
2021
Q3 		$178K Sell
2,249
-37
-2% -$2.84K ﹤0.01% 1644
2021
Q2 		$163K Buy
2,286
+1,599
+233% +$114K ﹤0.01% 1664
2021
Q1 		$46K Buy
687
+322
+88% +$23.3K ﹤0.01% 2480
2020
Q4 		$27K Buy
365
+2
+0.6% +$141 ﹤0.01% 2114
2020
Q3 		$22K Sell
363
-83
-19% -$4.66K ﹤0.01% 1933
2020
Q2 		$22K Buy
+446
New +$22K ﹤0.01% 1905
2019
Q4 		– Sell
-439
Closed -$18K – 1575
2019
Q3 		$18K Buy
439
+5
+1% +$201 ﹤0.01% 1342
2019
Q2 		$18K Buy
434
+300
+224% +$12.2K ﹤0.01% 1310
2019
Q1 		$6K Buy
+134
New +$5.75K ﹤0.01% 1499
2018
Q3 		– Sell
-50
Closed -$3K – 1666
2018
Q2 		$3K Buy
+50
New +$2.74K ﹤0.01% 1381

Other funds holding PJT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors's PJT Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its PJT Partners (PJT) stake by 2,455% in Q1 2026, buying an estimated $8.19M and bringing the position to 54,167 shares worth $7.57M. The position accounts for 0.01% of the portfolio, ranked #614.

CAPTRUST Financial Advisors first reported a position in PJT in Q2 2018 and has held it in 25 quarters since. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • CAPTRUST Financial Advisors held 54,167 shares of PJT Partners worth $7.57M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 52,047 PJT Partners shares in Q1 2026, an estimated $8.19M.
  • PJT Partners made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #614 holding.
  • CAPTRUST Financial Advisors first reported a position in PJT Partners in Q2 2018 and has held it in 25 quarters since.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.