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Costello Asset Management’s PJT Partners PJT Stock Holding History

Costello Asset 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
2026
Q2 		$15.1K Hold
100
– – ﹤0.01% 442
2026
Q1 		$14K Hold
100
– – ﹤0.01% 437
2025
Q4 		$16.7K Hold
100
– – 0.01% 403
2025
Q3 		$17.8K Hold
100
– – 0.01% 388
2025
Q2 		$16.5K Hold
100
– – 0.01% 401
2025
Q1 		$13.8K Buy
+100
New +$15.7K 0.01% 409

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
AllianceBernstein
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Costello Asset Management's PJT Position: Q2 2026 in Review

Costello Asset Management held its PJT Partners (PJT) position steady in Q2 2026 at 100 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Costello Asset Management first reported a position in PJT in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.8K in Q3 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Costello Asset Management held 100 shares of PJT Partners worth $15.1K as of Q2 2026.
  • Costello Asset Management left its PJT Partners share count unchanged in Q2 2026.
  • PJT Partners made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #442 holding.
  • Costello Asset Management first reported a position in PJT Partners in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's PJT Partners position peaked at $17.8K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.