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Crossmark Global Holdings’s PJT Partners PJT Stock Holding History

Crossmark Global Holdings’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
2025
Q4 		– Sell
-1,307
Closed -$232K – 1298
2025
Q3 		$232K Sell
1,307
-498
-28% -$89.6K ﹤0.01% 1199
2025
Q2 		$298K Sell
1,805
-19
-1% -$2.76K ﹤0.01% 1102
2025
Q1 		$251K Sell
1,824
-12
-0.7% -$1.89K ﹤0.01% 1163
2024
Q4 		$289K Sell
1,836
-134
-7% -$20.4K 0.01% 1054
2024
Q3 		$262K Buy
+1,970
New +$241K ﹤0.01% 1139

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Crossmark Global Holdings's PJT Position: Q4 2025 in Review

Crossmark Global Holdings sold out of PJT Partners (PJT) in Q4 2025, closing a stake of 1,307 shares — an estimated $232K sold.

Crossmark Global Holdings first reported a position in PJT in Q3 2024 and held it in 5 quarters. The position peaked at $298K in Q2 2025. 410 funds tracked by Wall St. Rank hold PJT as of Q4 2025.

  • Crossmark Global Holdings reported no remaining PJT Partners position as of Q4 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 1,307 PJT Partners shares in Q4 2025, an estimated $232K.
  • Crossmark Global Holdings first reported a position in PJT Partners in Q3 2024 and held it in 5 quarters.
  • Crossmark Global Holdings's PJT Partners position peaked at $298K in Q2 2025.
  • 410 funds tracked by Wall St. Rank held PJT Partners as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.