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Diversify Wealth Management’s PJT Partners PJT Stock Holding History

Diversify Wealth Management’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 		$2.21M Buy
14,565
+4,082
+39% +$643K 0.04% 349
2025
Q4 		$1.86M Buy
10,483
+244
+2% +$41.7K 0.09% 219
2025
Q3 		$1.66M Sell
10,239
-190
-2% -$34.2K 0.1% 203
2025
Q2 		$1.91M Buy
10,429
+455
+5% +$66.1K 0.12% 184
2025
Q1 		$1.41M Buy
9,974
+3,446
+53% +$542K 0.1% 202
2024
Q4 		$1.01M Sell
6,528
-54
-0.8% -$8.24K 0.08% 220
2024
Q3 		$932K Sell
6,582
-809
-11% -$98.9K 0.09% 203
2024
Q2 		$877K Buy
+7,391
New +$742K 0.11% 179

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

Diversify Wealth Management's PJT Position: Q1 2026 in Review

Diversify Wealth Management increased its PJT Partners (PJT) stake by 39% in Q1 2026, buying an estimated $643K and bringing the position to 14,565 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #349.

Diversify Wealth Management first reported a position in PJT in Q2 2024 and has held it in 8 quarters since. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Diversify Wealth Management held 14,565 shares of PJT Partners worth $2.21M as of Q1 2026.
  • Diversify Wealth Management bought 4,082 PJT Partners shares in Q1 2026, an estimated $643K.
  • PJT Partners made up 0.04% of Diversify Wealth Management's portfolio in Q1 2026, its #349 holding.
  • Diversify Wealth Management first reported a position in PJT Partners in Q2 2024 and has held it in 8 quarters since.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.