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 Q3	$104M	Buy	728,580 +5,106	+0.7%	+$851K	0.67%	46
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 $13.5B AUM 16.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Congress Asset Management's PJT Position: Q3 2026 in Review

Congress Asset Management increased its PJT Partners (PJT) stake by 0.71% in Q3 2026, buying an estimated $851K and bringing the position to 728,580 shares worth $104M. The position accounts for 0.67% of the portfolio, ranked #46.

Congress Asset Management first reported a position in PJT in Q2 2024 and has held it in 10 quarters since. The position peaked at $109M in Q2 2026. 22 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

Congress Asset Management held 728,580 shares of PJT Partners worth $104M as of Q3 2026.
Congress Asset Management bought 5,106 PJT Partners shares in Q3 2026, an estimated $851K.
PJT Partners made up 0.67% of Congress Asset Management's portfolio in Q3 2026, its #46 holding.
Congress Asset Management first reported a position in PJT Partners in Q2 2024 and has held it in 10 quarters since.
Congress Asset Management's PJT Partners position peaked at $109M in Q2 2026.
22 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.