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Evelyn Partners Asset Management’s PJT Partners PJT Stock Holding History

Evelyn Partners Asset 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 		$9.08K Hold
65
– – ﹤0.01% 265
2025
Q4 		$10.9K Hold
65
– – ﹤0.01% 228
2025
Q3 		$11.6K Hold
65
– – ﹤0.01% 219
2025
Q2 		$10.7K Hold
65
– – ﹤0.01% 191
2025
Q1 		$8.96K Hold
65
– – ﹤0.01% 203
2024
Q4 		$10.3K Buy
+65
New +$9.91K ﹤0.01% 202

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

Evelyn Partners Asset Management's PJT Position: Q1 2026 in Review

Evelyn Partners Asset Management held its PJT Partners (PJT) position steady in Q1 2026 at 65 shares worth $9.08K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Evelyn Partners Asset Management first reported a position in PJT in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.6K in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Evelyn Partners Asset Management held 65 shares of PJT Partners worth $9.08K as of Q1 2026.
  • Evelyn Partners Asset Management left its PJT Partners share count unchanged in Q1 2026.
  • PJT Partners made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #265 holding.
  • Evelyn Partners Asset Management first reported a position in PJT Partners in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's PJT Partners position peaked at $11.6K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.