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Diversified Trust’s PJT Partners PJT Stock Holding History

Diversified Trust’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 		$858K Sell
5,686
-111
-2% -$17.1K 0.01% 565
2026
Q1 		$810K Buy
5,797
+1,233
+27% +$194K 0.02% 526
2025
Q4 		$763K Sell
4,564
-178
-4% -$30.4K 0.01% 526
2025
Q3 		$843K Sell
4,742
-797
-14% -$143K 0.02% 462
2025
Q2 		$914K Buy
5,539
+14
+0.3% +$2.03K 0.02% 409
2025
Q1 		$762K Sell
5,525
-250
-4% -$39.3K 0.02% 441
2024
Q4 		$911K Hold
5,775
– – 0.02% 388
2024
Q3 		$770K Buy
5,775
+875
+18% +$107K 0.02% 463
2024
Q2 		$529K Buy
4,900
+1,735
+55% +$174K 0.01% 529
2024
Q1 		$298K Buy
+3,165
New +$311K 0.01% 652

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

Diversified Trust's PJT Position: Q2 2026 in Review

Diversified Trust reduced its PJT Partners (PJT) stake by 1.9% in Q2 2026, selling an estimated $17.1K and leaving 5,686 shares worth $858K. The position accounts for 0.01% of the portfolio, ranked #565.

Diversified Trust first reported a position in PJT in Q1 2024 and has held it in 10 quarters since. The position peaked at $914K in Q2 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Diversified Trust held 5,686 shares of PJT Partners worth $858K as of Q2 2026.
  • Diversified Trust sold 111 PJT Partners shares in Q2 2026, an estimated $17.1K.
  • PJT Partners made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #565 holding.
  • Diversified Trust first reported a position in PJT Partners in Q1 2024 and has held it in 10 quarters since.
  • Diversified Trust's PJT Partners position peaked at $914K in Q2 2025.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.