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 Q3	$1.57K	Hold	11	–	–	﹤0.01%	2569
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	$1.82K	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 $13.5B AUM 16.58% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

CoreCap Advisors's PJT Position: Q3 2026 in Review

CoreCap Advisors held its PJT Partners (PJT) position steady in Q3 2026 at 11 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

CoreCap Advisors first reported a position in PJT in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.8K in Q3 2024. 56 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

CoreCap Advisors held 11 shares of PJT Partners worth $1.57K as of Q3 2026.
CoreCap Advisors left its PJT Partners share count unchanged in Q3 2026.
PJT Partners made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2569 holding.
CoreCap Advisors first reported a position in PJT Partners in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's PJT Partners position peaked at $2.8K in Q3 2024.
56 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.