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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
Q2 		$3.77K Hold
25
– – ﹤0.01% 749
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 $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 $3.37T AUM 44.26% 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 $16.3B AUM 42.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Evolution Wealth Management held its PJT Partners (PJT) position steady in Q2 2026 at 25 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Evolution Wealth Management first reported a position in PJT in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.18K in Q4 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Evolution Wealth Management held 25 shares of PJT Partners worth $3.77K as of Q2 2026.
  • Evolution Wealth Management left its PJT Partners share count unchanged in Q2 2026.
  • PJT Partners made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #749 holding.
  • Evolution Wealth Management first reported a position in PJT Partners in Q4 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's PJT Partners position peaked at $4.18K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.