Congress Asset Management’s PJT Partners PJT Stock Holding History

Congress Asset 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
2026 Q2	$109M	Buy	723,474 +119,122	+20%	+$18.4M	0.67%	55
2026 Q1	$84.4M	Buy	604,352 +20,426	+3%	+$3.22M	0.61%	58
2025 Q4	$97.6M	Buy	583,926 +52,548	+10%	+$8.99M	0.69%	48
2025 Q3	$94.4M	Buy	531,378 +27,232	+5%	+$4.9M	0.63%	56
2025 Q2	$83.2M	Buy	504,146 +18,571	+4%	+$2.7M	0.57%	66
2025 Q1	$67M	Buy	485,575 +79,894	+20%	+$12.6M	0.5%	79
2024 Q4	$64M	Buy	405,681 +87,707	+28%	+$13.4M	0.43%	91
2024 Q3	$42.4M	Buy	317,974 +72,582	+30%	+$8.87M	0.29%	112
2024 Q2	$26.5M	Buy	+245,392	New	+$24.6M	0.19%	117

Other funds holding PJT

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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return