Centerpoint Advisors’s PJT Partners PJT Stock Holding History

Centerpoint 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	–	Sell	-500	Closed	-$84K	–	417
2025 Q4	$84K	Hold	500	–	–	0.03%	131
2025 Q3	$89K	Hold	500	–	–	0.03%	129
2025 Q2	$83K	Hold	500	–	–	0.03%	126
2025 Q1	$69K	Hold	500	–	–	0.03%	142
2024 Q4	$79K	Hold	500	–	–	0.03%	141
2024 Q3	$67K	Hold	500	–	–	0.02%	152
2024 Q2	$54K	Hold	500	–	–	0.02%	166
2024 Q1	$47K	Hold	500	–	–	0.02%	175
2023 Q4	$51K	Hold	500	–	–	0.02%	152
2023 Q3	$40K	Hold	500	–	–	0.02%	164
2023 Q2	$35K	Hold	500	–	–	0.01%	188
2023 Q1	$36K	Hold	500	–	–	0.02%	188
2022 Q4	$37K	Hold	500	–	–	0.02%	164
2022 Q3	$33K	Buy	+500	New	+$35K	0.02%	157

Other funds holding PJT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Centerpoint Advisors's PJT Position: Q1 2026 in Review

Centerpoint Advisors sold out of PJT Partners (PJT) in Q1 2026, closing a stake of 500 shares — an estimated $84K sold.

Centerpoint Advisors first reported a position in PJT in Q3 2022 and held it in 14 quarters. The position peaked at $89K in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

Centerpoint Advisors reported no remaining PJT Partners position as of Q1 2026 after selling out during the quarter.
Centerpoint Advisors sold 500 PJT Partners shares in Q1 2026, an estimated $84K.
Centerpoint Advisors first reported a position in PJT Partners in Q3 2022 and held it in 14 quarters.
Centerpoint Advisors's PJT Partners position peaked at $89K in Q3 2025.
399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.