CA
PJT icon

Crewe Advisors’s PJT Partners PJT Stock Holding History

Crewe Advisors’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 		$14.9K Sell
99
-39
-28% -$6.01K ﹤0.01% 669
2026
Q1 		$19.3K Buy
138
+32
+30% +$5.04K ﹤0.01% 530
2025
Q4 		$17.7K Buy
106
+18
+20% +$3.08K ﹤0.01% 512
2025
Q3 		$15.6K Buy
+88
New +$15.8K ﹤0.01% 545
2024
Q3 		– Sell
-128
Closed -$13.8K – 926
2024
Q2 		$13.8K Buy
+128
New +$12.9K ﹤0.01% 623
2024
Q1 		– Sell
-2
Closed -$204 – 993
2023
Q4 		$204 Buy
+2
New +$172 ﹤0.01% 351

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

Crewe Advisors's PJT Position: Q2 2026 in Review

Crewe Advisors reduced its PJT Partners (PJT) stake by 28% in Q2 2026, selling an estimated $6.01K and leaving 99 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Crewe Advisors first reported a position in PJT in Q4 2023 and has held it in 6 quarters since. The position peaked at $19.3K in Q1 2026. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Crewe Advisors held 99 shares of PJT Partners worth $14.9K as of Q2 2026.
  • Crewe Advisors sold 39 PJT Partners shares in Q2 2026, an estimated $6.01K.
  • PJT Partners made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #669 holding.
  • Crewe Advisors first reported a position in PJT Partners in Q4 2023 and has held it in 6 quarters since.
  • Crewe Advisors's PJT Partners position peaked at $19.3K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.