Commonwealth Equity Services’s PJT Partners PJT Stock Holding History

Commonwealth Equity Services’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	$889K	Sell	5,890 -5	-0.1%	-$771	﹤0.01%	2796
2026 Q1	$824K	Sell	5,895 -58	-1%	-$9.13K	﹤0.01%	2770
2025 Q4	$995K	Sell	5,953 -160	-3%	-$27.4K	﹤0.01%	2580
2025 Q3	$1.09M	Sell	6,113 -396	-6%	-$71.3K	﹤0.01%	2530
2025 Q2	$1.07M	Buy	6,509 +168	+3%	+$24.4K	﹤0.01%	2500
2025 Q1	$874K	Buy	6,341 +572	+10%	+$90K	﹤0.01%	2570
2024 Q4	$910K	Buy	5,769 +2,012	+54%	+$307K	﹤0.01%	2460
2024 Q3	$501K	Buy	3,757 +367	+11%	+$44.8K	﹤0.01%	2893
2024 Q2	$366K	Sell	3,390 -166	-5%	-$16.7K	﹤0.01%	3114
2024 Q1	$335K	Sell	3,556 -1	-0%	-$98	﹤0.01%	3173
2023 Q4	$362K	Sell	3,557 -96	-3%	-$8.25K	﹤0.01%	3002
2023 Q3	$290K	Buy	3,653 +71	+2%	+$5.49K	﹤0.01%	3064
2023 Q2	$249K	Buy	+3,582	New	+$247K	﹤0.01%	3201
2021 Q2	–	Sell	-3,165	Closed	-$214K	–	3563
2021 Q1	$214K	Buy	3,165 +368	+13%	+$26.6K	﹤0.01%	3076
2020 Q4	$210K	Buy	+2,797	New	+$197K	﹤0.01%	2883
2019 Q2	–	Sell	-4,838	Closed	-$202K	–	2806
2019 Q1	$202K	Buy	+4,838	New	+$207K	﹤0.01%	2459

Other funds holding PJT

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Commonwealth Equity Services's PJT Position: Q2 2026 in Review

Commonwealth Equity Services reduced its PJT Partners (PJT) stake by 0.08% in Q2 2026, selling an estimated $771 and leaving 5,890 shares worth $889K. The position accounts for ﹤0.01% of the portfolio, ranked #2796.

Commonwealth Equity Services first reported a position in PJT in Q1 2019 and has held it in 16 quarters since. The position peaked at $1.09M in Q3 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Commonwealth Equity Services held 5,890 shares of PJT Partners worth $889K as of Q2 2026.
Commonwealth Equity Services sold 5 PJT Partners shares in Q2 2026, an estimated $771.
PJT Partners made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2796 holding.
Commonwealth Equity Services first reported a position in PJT Partners in Q1 2019 and has held it in 16 quarters since.
Commonwealth Equity Services's PJT Partners position peaked at $1.09M in Q3 2025.
417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.