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Essential Partners’s PJT Partners PJT Stock Holding History

Essential Partners’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 		– Sell
-1
Closed -$167 – 2956
2025
Q4 		$167 Sell
1
-2
-67% -$342 ﹤0.01% 2463
2025
Q3 		$533 Buy
3
+2
+200% +$360 ﹤0.01% 2189
2025
Q2 		$165 Buy
+1
New +$145 ﹤0.01% 1989

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $369B AUM 28.27% 1-Year Est. Return

Essential Partners's PJT Position: Q1 2026 in Review

Essential Partners sold out of PJT Partners (PJT) in Q1 2026, closing a stake of 1 share — an estimated $167 sold.

Essential Partners first reported a position in PJT in Q2 2025 and held it in 3 quarters. The position peaked at $533 in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Essential Partners reported no remaining PJT Partners position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 1 PJT Partners share in Q1 2026, an estimated $167.
  • Essential Partners first reported a position in PJT Partners in Q2 2025 and held it in 3 quarters.
  • Essential Partners's PJT Partners position peaked at $533 in Q3 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.