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Dean Investment Associates’s PJT Partners PJT Stock Holding History

Dean Investment Associates’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 		$734K Sell
4,865
-1,482
-23% -$228K 0.1% 175
2026
Q1 		$887K Sell
6,347
-395
-6% -$62.2K 0.12% 167
2025
Q4 		$1.13M Sell
6,742
-2,375
-26% -$406K 0.16% 168
2025
Q3 		$1.62M Sell
9,117
-170
-2% -$30.6K 0.23% 156
2025
Q2 		$1.53M Sell
9,287
-97
-1% -$14.1K 0.23% 159
2025
Q1 		$1.29M Sell
9,384
-8,345
-47% -$1.31M 0.19% 176
2024
Q4 		$2.8M Buy
17,729
+423
+2% +$64.5K 0.4% 119
2024
Q3 		$2.31M Sell
17,306
-12,173
-41% -$1.49M 0.31% 155
2024
Q2 		$3.18M Sell
29,479
-46,804
-61% -$4.7M 0.45% 91
2024
Q1 		$7.19M Sell
76,283
-7,630
-9% -$750K 0.99% 17
2023
Q4 		$8.55M Buy
83,913
+9,254
+12% +$796K 1.22% 5
2023
Q3 		$5.93M Buy
74,659
+5,339
+8% +$413K 0.97% 20
2023
Q2 		$4.83M Buy
+69,320
New +$4.79M 0.79% 39
2020
Q4 		– Sell
-33,987
Closed -$2.06M – 238
2020
Q3 		$2.06M Sell
33,987
-5,922
-15% -$333K 0.49% 82
2020
Q2 		$2.05M Sell
39,909
-33,291
-45% -$1.64M 0.49% 81
2020
Q1 		$3.18M Sell
73,200
-32,545
-31% -$1.43M 0.68% 49
2019
Q4 		$4.77M Buy
+105,745
New +$4.44M 0.75% 35

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

Dean Investment Associates's PJT Position: Q2 2026 in Review

Dean Investment Associates reduced its PJT Partners (PJT) stake by 23% in Q2 2026, selling an estimated $228K and leaving 4,865 shares worth $734K. The position accounts for 0.1% of the portfolio, ranked #175.

Dean Investment Associates first reported a position in PJT in Q4 2019 and has held it in 17 quarters since. The position peaked at $8.55M in Q4 2023. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Dean Investment Associates held 4,865 shares of PJT Partners worth $734K as of Q2 2026.
  • Dean Investment Associates sold 1,482 PJT Partners shares in Q2 2026, an estimated $228K.
  • PJT Partners made up 0.1% of Dean Investment Associates's portfolio in Q2 2026, its #175 holding.
  • Dean Investment Associates first reported a position in PJT Partners in Q4 2019 and has held it in 17 quarters since.
  • Dean Investment Associates's PJT Partners position peaked at $8.55M in Q4 2023.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Dean Investment Associates's 13F filing for Q2 2026, filed 14 Aug 2026.