Curio Wealth’s PJT Partners PJT Stock Holding History

Curio Wealth’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	–	Sell	-1	Closed	-$140	–	852
2026 Q1	$140	Sell	1 -7	-88%	-$1.1K	﹤0.01%	899
2025 Q4	$1.37K	Buy	+8	New	+$1.37K	﹤0.01%	363

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

Curio Wealth's PJT Position: Q2 2026 in Review

Curio Wealth sold out of PJT Partners (PJT) in Q2 2026, closing a stake of 1 share — an estimated $140 sold.

Curio Wealth first reported a position in PJT in Q4 2025 and held it in 2 quarters. The position peaked at $1.37K in Q4 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Curio Wealth reported no remaining PJT Partners position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 PJT Partners share in Q2 2026, an estimated $140.
Curio Wealth first reported a position in PJT Partners in Q4 2025 and held it in 2 quarters.
Curio Wealth's PJT Partners position peaked at $1.37K in Q4 2025.
417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.