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Clearstead Advisors’s PJT Partners PJT Stock Holding History

Clearstead 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 		$906 Buy
+6
New +$925 ﹤0.01% 2733
2026
Q1 		– Sell
-57
Closed -$9.53K – 2700
2025
Q4 		$9.53K Buy
57
+12
+27% +$2.05K ﹤0.01% 1893
2025
Q3 		$8.01K Sell
45
-197
-81% -$35.5K ﹤0.01% 1989
2025
Q2 		$39.9K Buy
242
+32
+15% +$4.65K ﹤0.01% 1355
2025
Q1 		$29K Sell
210
-52
-20% -$8.18K ﹤0.01% 1313
2024
Q4 		$41.3K Sell
262
-43
-14% -$6.56K ﹤0.01% 1209
2024
Q3 		$40.7K Sell
305
-117
-28% -$14.3K ﹤0.01% 1247
2024
Q2 		$45.5K Buy
+422
New +$42.4K ﹤0.01% 1185

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

Clearstead Advisors's PJT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in PJT Partners (PJT) in Q2 2026: 6 shares worth $906. The stake represents ﹤0.01% of the portfolio and ranks #2733 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PJT as recently as Q4 2025.

Clearstead Advisors first reported a position in PJT in Q2 2024 and has held it in 8 quarters since. The position peaked at $45.5K in Q2 2024. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Clearstead Advisors held 6 shares of PJT Partners worth $906 as of Q2 2026.
  • PJT Partners was a new Clearstead Advisors position in Q2 2026.
  • PJT Partners made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2733 holding.
  • Clearstead Advisors first reported a position in PJT Partners in Q2 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's PJT Partners position peaked at $45.5K in Q2 2024.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.