CoreCap Advisors’s PJT Partners PJT Stock Holding History

CoreCap 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	$1.66K	Hold	11	–	–	﹤0.01%	2591
2026 Q1	$1.54K	Hold	11	–	–	﹤0.01%	2464
2025 Q4	$1.84K	Hold	11	–	–	﹤0.01%	2492
2025 Q3	$1.96K	Hold	11	–	–	﹤0.01%	2383
2025 Q2	$1.81K	Hold	11	–	–	﹤0.01%	2323
2025 Q1	$1.52K	Hold	11	–	–	﹤0.01%	2436
2024 Q4	$1.74K	Sell	11 -10	-48%	-$1.52K	﹤0.01%	2267
2024 Q3	$2.8K	Hold	21	–	–	﹤0.01%	2116
2024 Q2	$2.27K	Hold	21	–	–	﹤0.01%	1303
2024 Q1	$1.98K	Buy	+21	New	+$2.06K	﹤0.01%	2126
2022 Q4	$1.55K	Buy	+21	New	+$1.57K	﹤0.01%	1984
2022 Q3	–	Sell	-21	Closed	-$1K	–	1647
2022 Q2	$1K	Buy	+21	New	+$1.46K	﹤0.01%	2035
2022 Q1	–	Sell	-21	Closed	-$2K	–	1651
2021 Q4	$2K	Buy	+21	New	+$1.67K	﹤0.01%	1983

Other funds holding PJT

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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 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 $858M AUM 26.82% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 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