Concord Wealth Partners
PJT icon

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
Q3 		$4.57K Hold
32
– – ﹤0.01% 647
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

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Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Concord Wealth Partners's PJT Position: Q3 2026 in Review

Concord Wealth Partners held its PJT Partners (PJT) position steady in Q3 2026 at 32 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Concord Wealth Partners first reported a position in PJT in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.69K in Q3 2025. 188 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

  • Concord Wealth Partners held 32 shares of PJT Partners worth $4.57K as of Q3 2026.
  • Concord Wealth Partners left its PJT Partners share count unchanged in Q3 2026.
  • PJT Partners made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #647 holding.
  • Concord Wealth Partners first reported a position in PJT Partners in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's PJT Partners position peaked at $5.69K in Q3 2025.
  • 188 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.