Creative Planning
PJT icon

Creative Planning’s PJT Partners PJT Stock Holding History

Creative Planning’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 		$8.49M Buy
56,216
+23,997
+74% +$3.7M 0.01% 1002
2026
Q1 		$4.5M Buy
32,219
+11,232
+54% +$1.77M ﹤0.01% 1288
2025
Q4 		$3.51M Buy
20,987
+4,448
+27% +$761K ﹤0.01% 1260
2025
Q3 		$2.94M Buy
16,539
+5,598
+51% +$1.01M ﹤0.01% 1238
2025
Q2 		$1.81M Buy
10,941
+2,633
+32% +$383K ﹤0.01% 1401
2025
Q1 		$1.15M Buy
8,308
+511
+7% +$80.4K ﹤0.01% 1619
2024
Q4 		$1.23M Buy
7,797
+2,492
+47% +$380K ﹤0.01% 1485
2024
Q3 		$707K Buy
5,305
+2,435
+85% +$298K ﹤0.01% 1804
2024
Q2 		$310K Buy
+2,870
New +$288K ﹤0.01% 2318
2021
Q2 		– Sell
-13,782
Closed -$932K – 2458
2021
Q1 		$932K Sell
13,782
-5
-0% -$362 ﹤0.01% 1065
2020
Q4 		$1.04M Sell
13,787
-180
-1% -$12.7K ﹤0.01% 932
2020
Q3 		$847K Buy
+13,967
New +$785K ﹤0.01% 873
2017
Q3 		– Sell
-593
Closed -$24K – 3209
2017
Q2 		$24K Sell
593
-82
-12% -$3.07K ﹤0.01% 3055
2017
Q1 		$24K Sell
675
-211
-24% -$7.31K ﹤0.01% 3012
2016
Q4 		$27K Sell
886
-395
-31% -$11.4K ﹤0.01% 2867
2016
Q3 		$35K Sell
1,281
-1,428
-53% -$35.8K ﹤0.01% 2637
2016
Q2 		$62K Sell
2,709
-166
-6% -$4K ﹤0.01% 1991
2016
Q1 		$69K Sell
2,875
-464
-14% -$12K ﹤0.01% 1879
2015
Q4 		$94K Buy
+3,339
New +$76.4K ﹤0.01% 1670

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

Creative Planning's PJT Position: Q2 2026 in Review

Creative Planning increased its PJT Partners (PJT) stake by 74% in Q2 2026, buying an estimated $3.7M and bringing the position to 56,216 shares worth $8.49M. The position accounts for 0.01% of the portfolio, ranked #1002.

Creative Planning first reported a position in PJT in Q4 2015 and has held it in 19 quarters since. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Creative Planning held 56,216 shares of PJT Partners worth $8.49M as of Q2 2026.
  • Creative Planning bought 23,997 PJT Partners shares in Q2 2026, an estimated $3.7M.
  • PJT Partners made up 0.01% of Creative Planning's portfolio in Q2 2026, its #1002 holding.
  • Creative Planning first reported a position in PJT Partners in Q4 2015 and has held it in 19 quarters since.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.