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Coldstream Capital Management’s PJT Partners PJT Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-316
Closed -$43.6K – 2726
2025
Q1 		$43.6K Buy
+316
New +$49.7K ﹤0.01% 1772

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Coldstream Capital Management's PJT Position: Q2 2025 in Review

Coldstream Capital Management sold out of PJT Partners (PJT) in Q2 2025, closing a stake of 316 shares — an estimated $43.6K sold.

Coldstream Capital Management first reported a position in PJT in Q1 2025 and held it in 1 quarter. The position peaked at $43.6K in Q1 2025. 378 funds tracked by Wall St. Rank hold PJT as of Q2 2025.

  • Coldstream Capital Management reported no remaining PJT Partners position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 316 PJT Partners shares in Q2 2025, an estimated $43.6K.
  • Coldstream Capital Management first reported a position in PJT Partners in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's PJT Partners position peaked at $43.6K in Q1 2025.
  • 378 funds tracked by Wall St. Rank held PJT Partners as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.