Clearstead Trust’s PJT Partners PJT Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-2	Closed	-$356	–	1390
2025 Q3	$356	Hold	2	–	–	﹤0.01%	1430
2025 Q2	$331	Buy	+2	New	+$291	﹤0.01%	1407

Other funds holding PJT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Trust's PJT Position: Q4 2025 in Review

Clearstead Trust sold out of PJT Partners (PJT) in Q4 2025, closing a stake of 2 shares — an estimated $356 sold.

Clearstead Trust first reported a position in PJT in Q2 2025 and held it in 2 quarters. The position peaked at $356 in Q3 2025. 410 funds tracked by Wall St. Rank hold PJT as of Q4 2025.

Clearstead Trust reported no remaining PJT Partners position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 2 PJT Partners shares in Q4 2025, an estimated $356.
Clearstead Trust first reported a position in PJT Partners in Q2 2025 and held it in 2 quarters.
Clearstead Trust's PJT Partners position peaked at $356 in Q3 2025.
410 funds tracked by Wall St. Rank held PJT Partners as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.