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Cassaday & Co Wealth Management’s PJT Partners PJT Stock Holding History

Cassaday & Co Wealth Management’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 		$53.9K Hold
357
– – ﹤0.01% 607
2026
Q1 		$49.9K Buy
+357
New +$56.2K ﹤0.01% 611

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

Cassaday & Co Wealth Management's PJT Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its PJT Partners (PJT) position steady in Q2 2026 at 357 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Cassaday & Co Wealth Management first reported a position in PJT in Q1 2026 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Cassaday & Co Wealth Management held 357 shares of PJT Partners worth $53.9K as of Q2 2026.
  • Cassaday & Co Wealth Management left its PJT Partners share count unchanged in Q2 2026.
  • PJT Partners made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #607 holding.
  • Cassaday & Co Wealth Management first reported a position in PJT Partners in Q1 2026 and has held it in 2 quarters since.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.