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COMPASS FINANCIAL MANAGEMENT LLC’s PJT Partners PJT Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$36.3K Buy
+212
New +$32.7K ﹤0.01% 745

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PJT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in PJT Partners (PJT) in Q2 2026: 212 shares worth $36.3K. The stake represents ﹤0.01% of the portfolio and ranks #745 among its holdings.

323 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 212 shares of PJT Partners worth $36.3K as of Q2 2026.
  • PJT Partners was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • PJT Partners made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #745 holding.
  • 323 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.