Cornerstone Planning Group
PJT icon

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
Q3 		– Sell
-1
Closed -$164 – 1265
2026
Q2 		$164 Hold
1
– – ﹤0.01% 1813
2026
Q1 		$152 Buy
+1
New +$157 ﹤0.01% 1782

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Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
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
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Cornerstone Planning Group's PJT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of PJT Partners (PJT) in Q3 2026, closing a stake of 1 share — an estimated $164 sold.

Cornerstone Planning Group first reported a position in PJT in Q1 2026 and held it in 2 quarters. The position peaked at $164 in Q2 2026. 76 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining PJT Partners position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1 PJT Partners share in Q3 2026, an estimated $164.
  • Cornerstone Planning Group first reported a position in PJT Partners in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's PJT Partners position peaked at $164 in Q2 2026.
  • 76 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.