EverSource Wealth Advisors’s PJT Partners PJT Stock Holding History

EverSource Wealth Advisors’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	$15.2K	Sell	101 -14	-12%	-$2.16K	﹤0.01%	2636
2026 Q1	$16.1K	Buy	115 +21	+22%	+$3.31K	﹤0.01%	2640
2025 Q4	$15.7K	Sell	94 -33	-26%	-$5.64K	﹤0.01%	2550
2025 Q3	$22.6K	Sell	127 -3	-2%	-$540	﹤0.01%	2274
2025 Q2	$21.5K	Buy	130 +44	+51%	+$6.39K	﹤0.01%	2240
2025 Q1	$11.9K	Buy	86 +10	+13%	+$1.57K	﹤0.01%	2016
2024 Q4	$12K	Buy	76 +29	+62%	+$4.42K	﹤0.01%	1897
2024 Q3	$6.27K	Hold	47	–	–	﹤0.01%	2124
2024 Q2	$6.25K	Buy	47 +34	+262%	+$3.42K	﹤0.01%	2125
2024 Q1	$1.23K	Buy	13 +2	+18%	+$197	﹤0.01%	2518
2023 Q4	$1.12K	Hold	11	–	–	﹤0.01%	2362
2023 Q3	$874	Hold	11	–	–	﹤0.01%	2282
2023 Q2	$766	Hold	11	–	–	﹤0.01%	2279
2023 Q1	$794	Hold	11	–	–	﹤0.01%	2158
2022 Q4	$811	Buy	+11	New	+$824	﹤0.01%	2143
2022 Q2	–	Sell	-105	Closed	-$7K	–	1849
2022 Q1	$7K	Hold	105	–	–	﹤0.01%	1143
2021 Q4	$8K	Buy	+105	New	+$8.37K	﹤0.01%	1060

Other funds holding PJT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's PJT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its PJT Partners (PJT) stake by 12% in Q2 2026, selling an estimated $2.16K and leaving 101 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2636.

EverSource Wealth Advisors first reported a position in PJT in Q4 2021 and has held it in 17 quarters since. The position peaked at $22.6K in Q3 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

EverSource Wealth Advisors held 101 shares of PJT Partners worth $15.2K as of Q2 2026.
EverSource Wealth Advisors sold 14 PJT Partners shares in Q2 2026, an estimated $2.16K.
PJT Partners made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2636 holding.
EverSource Wealth Advisors first reported a position in PJT Partners in Q4 2021 and has held it in 17 quarters since.
EverSource Wealth Advisors's PJT Partners position peaked at $22.6K in Q3 2025.
417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.