Cornerstone Planning Group’s PJT Partners PJT Stock Holding History

Cornerstone Planning Group’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	$164	Hold	1	–	–	﹤0.01%	1813
2026 Q1	$152	Buy	+1	New	+$157	﹤0.01%	1782

Other funds holding PJT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CAM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Planning Group's PJT Position: Q2 2026 in Review

Cornerstone Planning Group held its PJT Partners (PJT) position steady in Q2 2026 at 1 share worth $164. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Cornerstone Planning Group first reported a position in PJT in Q1 2026 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Cornerstone Planning Group held 1 share of PJT Partners worth $164 as of Q2 2026.
Cornerstone Planning Group left its PJT Partners share count unchanged in Q2 2026.
PJT Partners made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1813 holding.
Cornerstone Planning Group first reported a position in PJT Partners in Q1 2026 and has held it in 2 quarters since.
417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.