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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Claro Advisors's PJT Position: Q1 2026 in Review

Claro Advisors opened a new position in PJT Partners (PJT) in Q1 2026: 1,588 shares worth $222K. The stake represents 0.03% of the portfolio and ranks #457 among its holdings. This is a return to the name: Claro Advisors previously reported a position in PJT as recently as Q4 2018.

Claro Advisors first reported a position in PJT in Q4 2018 and has held it in 2 quarters since. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Claro Advisors held 1,588 shares of PJT Partners worth $222K as of Q1 2026.
  • PJT Partners was a new Claro Advisors position in Q1 2026.
  • PJT Partners made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #457 holding.
  • Claro Advisors first reported a position in PJT Partners in Q4 2018 and has held it in 2 quarters since.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.