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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
Q2 		$2.6M Buy
15,424
+859
+6% +$132K 0.04% 329
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 $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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Diversify Wealth Management's PJT Position: Q2 2026 in Review

Diversify Wealth Management increased its PJT Partners (PJT) stake by 5.9% in Q2 2026, buying an estimated $132K and bringing the position to 15,424 shares worth $2.6M. The position accounts for 0.04% of the portfolio, ranked #329.

Diversify Wealth Management first reported a position in PJT in Q2 2024 and has held it in 9 quarters since. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Diversify Wealth Management held 15,424 shares of PJT Partners worth $2.6M as of Q2 2026.
  • Diversify Wealth Management bought 859 PJT Partners shares in Q2 2026, an estimated $132K.
  • PJT Partners made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #329 holding.
  • Diversify Wealth Management first reported a position in PJT Partners in Q2 2024 and has held it in 9 quarters since.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.