FMI
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F/M Investments’s PJT Partners PJT Stock Holding History

F/M Investments’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
-30,893
Closed -$5.17M – 416
2025
Q4 		$5.17M Sell
30,893
-1,150
-4% -$197K 0.2% 124
2025
Q3 		$5.7M Buy
32,043
+5,192
+19% +$935K 0.22% 106
2025
Q2 		$4.43M Buy
26,851
+80
+0.3% +$11.6K 0.16% 133
2025
Q1 		$3.69M Buy
26,771
+4,545
+20% +$715K 0.15% 153
2024
Q4 		$3.51M Buy
+22,226
New +$3.39M 0.13% 157

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

F/M Investments's PJT Position: Q1 2026 in Review

F/M Investments sold out of PJT Partners (PJT) in Q1 2026, closing a stake of 30,893 shares — an estimated $5.17M sold.

F/M Investments first reported a position in PJT in Q4 2024 and held it in 5 quarters. The position peaked at $5.7M in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • F/M Investments reported no remaining PJT Partners position as of Q1 2026 after selling out during the quarter.
  • F/M Investments sold 30,893 PJT Partners shares in Q1 2026, an estimated $5.17M.
  • F/M Investments first reported a position in PJT Partners in Q4 2024 and held it in 5 quarters.
  • F/M Investments's PJT Partners position peaked at $5.7M in Q3 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.