Creative Financial Designs’s PJT Partners PJT Stock Holding History

Creative Financial Designs’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	$906	Hold	6	–	–	﹤0.01%	2048
2026 Q1	$838	Sell	6 -2	-25%	-$315	﹤0.01%	1925
2025 Q4	$1.34K	Hold	8	–	–	﹤0.01%	1749
2025 Q3	$1.42K	Hold	8	–	–	﹤0.01%	1751
2025 Q2	$1.32K	Hold	8	–	–	﹤0.01%	1742
2025 Q1	$1.1K	Sell	8 -6	-43%	-$944	﹤0.01%	1760
2024 Q4	$2.21K	Buy	14 +12	+600%	+$1.83K	﹤0.01%	1572
2024 Q3	$267	Hold	2	–	–	﹤0.01%	1643
2024 Q2	$216	Buy	+2	New	+$201	﹤0.01%	1602
2020 Q4	–	Sell	-4	Closed	–	–	1279
2020 Q3	$0	Hold	4	–	–	﹤0.01%	1274
2020 Q2	$0	Buy	+4	New	+$197	﹤0.01%	1182
2019 Q2	–	Sell	-53	Closed	-$2K	–	587
2019 Q1	$2K	Hold	53	–	–	﹤0.01%	507
2018 Q4	$2K	Hold	53	–	–	﹤0.01%	523
2018 Q3	$3K	Hold	53	–	–	﹤0.01%	615
2018 Q2	$3K	Hold	53	–	–	﹤0.01%	623
2018 Q1	$3K	Hold	53	–	–	﹤0.01%	570
2017 Q4	$2K	Hold	53	–	–	﹤0.01%	616
2017 Q3	$2K	Hold	53	–	–	﹤0.01%	641
2017 Q2	$2K	Buy	53 +50	+1,667%	+$1.87K	﹤0.01%	651
2017 Q1	$0	Buy	+3	New	+$104	﹤0.01%	825

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return

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

Creative Financial Designs's PJT Position: Q2 2026 in Review

Creative Financial Designs held its PJT Partners (PJT) position steady in Q2 2026 at 6 shares worth $906. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

Creative Financial Designs first reported a position in PJT in Q1 2017 and has held it in 20 quarters since. The position peaked at $3K in Q3 2018. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Creative Financial Designs held 6 shares of PJT Partners worth $906 as of Q2 2026.
Creative Financial Designs left its PJT Partners share count unchanged in Q2 2026.
PJT Partners made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2048 holding.
Creative Financial Designs first reported a position in PJT Partners in Q1 2017 and has held it in 20 quarters since.
Creative Financial Designs's PJT Partners position peaked at $3K in Q3 2018.
417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.