Diversify Advisory Services’s PJT Partners PJT Stock Holding History

Diversify Advisory Services’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 Q3	$2.56M	Buy	18,805 +3,381	+22%	+$564K	0.04%	367
2026 Q2	$2.6M	Buy	+15,424	New	+$2.38M	0.04%	329
2026 Q1	–	Sell	-3,399	Closed	-$639K	–	670
2025 Q4	$639K	Buy	3,399 +203	+6%	+$34.7K	0.02%	529
2025 Q3	$519K	Buy	3,196 +211	+7%	+$38K	0.02%	554
2025 Q2	$546K	Buy	2,985 +395	+15%	+$57.4K	0.02%	509
2025 Q1	$366K	Buy	+2,590	New	+$407K	0.02%	434
2024 Q4	–	Sell	-1,394	Closed	-$203K	–	675
2024 Q3	$203K	Sell	1,394 -1,274	-48%	-$156K	0.01%	603
2024 Q2	$297K	Sell	2,668 -4,594	-63%	-$461K	0.02%	506
2024 Q1	$690K	Buy	+7,262	New	+$714K	0.04%	338

Other funds holding PJT

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Diversify Advisory Services's PJT Position: Q3 2026 in Review

Diversify Advisory Services increased its PJT Partners (PJT) stake by 22% in Q3 2026, buying an estimated $564K and bringing the position to 18,805 shares worth $2.56M. The position accounts for 0.04% of the portfolio, ranked #367.

Diversify Advisory Services first reported a position in PJT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.6M in Q2 2026. 52 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

Diversify Advisory Services held 18,805 shares of PJT Partners worth $2.56M as of Q3 2026.
Diversify Advisory Services bought 3,381 PJT Partners shares in Q3 2026, an estimated $564K.
PJT Partners made up 0.04% of Diversify Advisory Services's portfolio in Q3 2026, its #367 holding.
Diversify Advisory Services first reported a position in PJT Partners in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's PJT Partners position peaked at $2.6M in Q2 2026.
52 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.