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Claro Advisors’s PJT Partners PJT Stock Holding History

Claro 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
Q2 		$224K Sell
1,487
-101
-6% -$15.6K 0.02% 486
2026
Q1 		$222K Buy
+1,588
New +$250K 0.03% 457
2019
Q1 		– Sell
-318
Closed -$17K – 729
2018
Q4 		$17K Buy
+318
New +$14.3K 0.01% 581

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

Claro Advisors's PJT Position: Q2 2026 in Review

Claro Advisors reduced its PJT Partners (PJT) stake by 6.4% in Q2 2026, selling an estimated $15.6K and leaving 1,487 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #486.

Claro Advisors first reported a position in PJT in Q4 2018 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Claro Advisors held 1,487 shares of PJT Partners worth $224K as of Q2 2026.
  • Claro Advisors sold 101 PJT Partners shares in Q2 2026, an estimated $15.6K.
  • PJT Partners made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #486 holding.
  • Claro Advisors first reported a position in PJT Partners in Q4 2018 and has held it in 3 quarters since.
  • 416 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.