Cary Street Partners Investment Advisory’s PJT Partners PJT Stock Holding History

Cary Street Partners 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	$5.58K	Buy	37 +6	+19%	+$925	﹤0.01%	712
2026 Q1	$4.33K	Buy	31 +5	+19%	+$787	﹤0.01%	659
2025 Q4	$4.35K	Sell	26 -6	-19%	-$1.03K	﹤0.01%	647
2025 Q3	$5.69K	Buy	32 +6	+23%	+$1.08K	﹤0.01%	557
2025 Q2	$4.29K	Buy	26 +24	+1,200%	+$3.49K	﹤0.01%	546
2025 Q1	$276	Buy	+2	New	+$315	﹤0.01%	563
2023 Q4	–	Sell	-412	Closed	-$32.7K	–	1487
2023 Q3	$32.7K	Hold	412	–	–	﹤0.01%	977
2023 Q2	$28.7K	Hold	412	–	–	﹤0.01%	954
2023 Q1	$29.7K	Hold	412	–	–	﹤0.01%	865
2022 Q4	$30.4K	Buy	+412	New	+$30.9K	﹤0.01%	860

Other funds holding PJT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Cary Street Partners Investment Advisory's PJT Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its PJT Partners (PJT) stake by 19% in Q2 2026, buying an estimated $925 and bringing the position to 37 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Cary Street Partners Investment Advisory first reported a position in PJT in Q4 2022 and has held it in 10 quarters since. The position peaked at $32.7K in Q3 2023. 243 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Cary Street Partners Investment Advisory held 37 shares of PJT Partners worth $5.58K as of Q2 2026.
Cary Street Partners Investment Advisory bought 6 PJT Partners shares in Q2 2026, an estimated $925.
PJT Partners made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #712 holding.
Cary Street Partners Investment Advisory first reported a position in PJT Partners in Q4 2022 and has held it in 10 quarters since.
Cary Street Partners Investment Advisory's PJT Partners position peaked at $32.7K in Q3 2023.
243 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.