CAM
PJT icon

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Congress Asset Management's PJT Position: Q2 2026 in Review

Congress Asset Management increased its PJT Partners (PJT) stake by 20% in Q2 2026, buying an estimated $18.4M and bringing the position to 723,474 shares worth $109M. The position accounts for 0.67% of the portfolio, ranked #55.

Congress Asset Management first reported a position in PJT in Q2 2024 and has held it in 9 quarters since. 415 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Congress Asset Management held 723,474 shares of PJT Partners worth $109M as of Q2 2026.
  • Congress Asset Management bought 119,122 PJT Partners shares in Q2 2026, an estimated $18.4M.
  • PJT Partners made up 0.67% of Congress Asset Management's portfolio in Q2 2026, its #55 holding.
  • Congress Asset Management first reported a position in PJT Partners in Q2 2024 and has held it in 9 quarters since.
  • 415 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.