Concord Wealth Partners’s PJT Partners PJT Stock Holding History

Concord Wealth Partners’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	$4.83K	Buy	+32	New	+$4.93K	﹤0.01%	668
2026 Q1	–	Sell	-32	Closed	-$5.35K	–	628
2025 Q4	$5.35K	Hold	32	–	–	﹤0.01%	615
2025 Q3	$5.69K	Hold	32	–	–	﹤0.01%	601
2025 Q2	$5.28K	Hold	32	–	–	﹤0.01%	626
2025 Q1	$4.41K	Hold	32	–	–	﹤0.01%	600
2024 Q4	$5.05K	Hold	32	–	–	﹤0.01%	601
2024 Q3	$4.27K	Hold	32	–	–	﹤0.01%	662
2024 Q2	$3.45K	Hold	32	–	–	﹤0.01%	618
2024 Q1	$3.02K	Hold	32	–	–	﹤0.01%	713
2023 Q4	$3.26K	Hold	32	–	–	﹤0.01%	676
2023 Q3	$2.54K	Hold	32	–	–	﹤0.01%	836
2023 Q2	$2.23K	Hold	32	–	–	﹤0.01%	852
2023 Q1	$2.31K	Hold	32	–	–	﹤0.01%	791
2022 Q4	$2.36K	Buy	+32	New	+$2.4K	﹤0.01%	906
2022 Q3	–	Sell	-32	Closed	-$2K	–	858
2022 Q2	$2K	Hold	32	–	–	﹤0.01%	1048
2022 Q1	$2K	Hold	32	–	–	﹤0.01%	1124
2021 Q4	$2K	Hold	32	–	–	﹤0.01%	1154
2021 Q3	$3K	Hold	32	–	–	﹤0.01%	702
2021 Q2	$2K	Hold	32	–	–	﹤0.01%	909
2021 Q1	$2K	Hold	32	–	–	﹤0.01%	844
2020 Q4	$2K	Buy	+32	New	+$2.25K	﹤0.01%	558

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

Concord Wealth Partners's PJT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in PJT Partners (PJT) in Q2 2026: 32 shares worth $4.83K. The stake represents ﹤0.01% of the portfolio and ranks #668 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in PJT as recently as Q4 2025.

Concord Wealth Partners first reported a position in PJT in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.69K in Q3 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Concord Wealth Partners held 32 shares of PJT Partners worth $4.83K as of Q2 2026.
PJT Partners was a new Concord Wealth Partners position in Q2 2026.
PJT Partners made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #668 holding.
Concord Wealth Partners first reported a position in PJT Partners in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's PJT Partners position peaked at $5.69K in Q3 2025.
417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.