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Dana Investment Advisors’s PJT Partners PJT Stock Holding History

Dana Investment 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
Q1 		$977K Buy
6,996
+1,186
+20% +$187K 0.03% 407
2025
Q4 		$971K Buy
5,810
+49
+0.9% +$8.38K 0.03% 395
2025
Q3 		$1.02M Buy
5,761
+108
+2% +$19.4K 0.03% 387
2025
Q2 		$933K Hold
5,653
– – 0.03% 396
2025
Q1 		$779K Buy
+5,653
New +$889K 0.03% 404

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Dana Investment Advisors's PJT Position: Q1 2026 in Review

Dana Investment Advisors increased its PJT Partners (PJT) stake by 20% in Q1 2026, buying an estimated $187K and bringing the position to 6,996 shares worth $977K. The position accounts for 0.03% of the portfolio, ranked #407.

Dana Investment Advisors first reported a position in PJT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Dana Investment Advisors held 6,996 shares of PJT Partners worth $977K as of Q1 2026.
  • Dana Investment Advisors bought 1,186 PJT Partners shares in Q1 2026, an estimated $187K.
  • PJT Partners made up 0.03% of Dana Investment Advisors's portfolio in Q1 2026, its #407 holding.
  • Dana Investment Advisors first reported a position in PJT Partners in Q1 2025 and has held it in 5 quarters since.
  • Dana Investment Advisors's PJT Partners position peaked at $1.02M in Q3 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.