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Evolution Wealth Management’s PJT Partners PJT Stock Holding History

Evolution 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 		$3.49K Hold
25
– – ﹤0.01% 673
2025
Q4 		$4.18K Buy
+25
New +$4.28K ﹤0.01% 565

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

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

Evolution Wealth Management held its PJT Partners (PJT) position steady in Q1 2026 at 25 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Evolution Wealth Management first reported a position in PJT in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.18K in Q4 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Evolution Wealth Management held 25 shares of PJT Partners worth $3.49K as of Q1 2026.
  • Evolution Wealth Management left its PJT Partners share count unchanged in Q1 2026.
  • PJT Partners made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #673 holding.
  • Evolution Wealth Management first reported a position in PJT Partners in Q4 2025 and has held it in 2 quarters since.
  • Evolution Wealth Management's PJT Partners position peaked at $4.18K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.