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Congress Wealth Management’s PJT Partners PJT Stock Holding History

Congress Wealth 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
2025
Q2 		$12.6M Buy
76,340
+1,481
+2% +$215K 0.12% 200
2025
Q1 		$10.3M Buy
74,859
+8,297
+12% +$1.31M 0.12% 195
2024
Q4 		$10.5M Buy
66,562
+11,860
+22% +$1.81M 0.14% 193
2024
Q3 		$7.29M Buy
54,702
+2,075
+4% +$254K 0.1% 248
2024
Q2 		$5.68M Buy
+52,627
New +$5.29M 0.09% 235

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Congress Wealth Management's PJT Position: Q2 2025 in Review

Congress Wealth Management increased its PJT Partners (PJT) stake by 2% in Q2 2025, buying an estimated $215K and bringing the position to 76,340 shares worth $12.6M. The position accounts for 0.12% of the portfolio, ranked #200.

Congress Wealth Management first reported a position in PJT in Q2 2024 and has held it in 5 quarters since. 378 funds tracked by Wall St. Rank hold PJT as of Q2 2025.

  • Congress Wealth Management held 76,340 shares of PJT Partners worth $12.6M as of Q2 2025.
  • Congress Wealth Management bought 1,481 PJT Partners shares in Q2 2025, an estimated $215K.
  • PJT Partners made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #200 holding.
  • Congress Wealth Management first reported a position in PJT Partners in Q2 2024 and has held it in 5 quarters since.
  • 378 funds tracked by Wall St. Rank held PJT Partners as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.