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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
Q2 		$1.42M Buy
9,379
+2,383
+34% +$367K 0.04% 385
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 $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

Dana Investment Advisors's PJT Position: Q2 2026 in Review

Dana Investment Advisors increased its PJT Partners (PJT) stake by 34% in Q2 2026, buying an estimated $367K and bringing the position to 9,379 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #385.

Dana Investment Advisors first reported a position in PJT in Q1 2025 and has held it in 6 quarters since. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Dana Investment Advisors held 9,379 shares of PJT Partners worth $1.42M as of Q2 2026.
  • Dana Investment Advisors bought 2,383 PJT Partners shares in Q2 2026, an estimated $367K.
  • PJT Partners made up 0.04% of Dana Investment Advisors's portfolio in Q2 2026, its #385 holding.
  • Dana Investment Advisors first reported a position in PJT Partners in Q1 2025 and has held it in 6 quarters since.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.