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Concurrent Investment Advisors’s PJT Partners PJT Stock Holding History

Concurrent Investment Advisors’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 		$575K Buy
3,812
+1,437
+61% +$221K ﹤0.01% 1321
2026
Q1 		$332K Buy
2,375
+364
+18% +$57.3K ﹤0.01% 1425
2025
Q4 		$336K Buy
+2,011
New +$344K ﹤0.01% 1329

Other funds holding PJT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HA
Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Concurrent Investment Advisors's PJT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its PJT Partners (PJT) stake by 61% in Q2 2026, buying an estimated $221K and bringing the position to 3,812 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Concurrent Investment Advisors first reported a position in PJT in Q4 2025 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Concurrent Investment Advisors held 3,812 shares of PJT Partners worth $575K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,437 PJT Partners shares in Q2 2026, an estimated $221K.
  • PJT Partners made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1321 holding.
  • Concurrent Investment Advisors first reported a position in PJT Partners in Q4 2025 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.