Farther Finance Advisors’s PJT Partners PJT Stock Holding History

Farther Finance 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 Q1	$213K	Sell	1,511 -574	-28%	-$90.4K	﹤0.01%	1978
2025 Q4	$349K	Buy	2,085 +917	+79%	+$157K	﹤0.01%	1553
2025 Q3	$208K	Buy	1,168 +413	+55%	+$74.3K	﹤0.01%	1590
2025 Q2	$125K	Buy	755 +265	+54%	+$38.5K	﹤0.01%	1652
2025 Q1	$68.6K	Sell	490 -2	-0.4%	-$315	﹤0.01%	1726
2024 Q4	$77.7K	Buy	492 +6	+1%	+$915	﹤0.01%	1426
2024 Q3	$64.8K	Buy	486 +50	+11%	+$6.11K	﹤0.01%	1516
2024 Q2	$48.1K	Buy	436 +422	+3,014%	+$42.4K	﹤0.01%	1436
2024 Q1	$1.33K	Sell	14 -12	-46%	-$1.18K	﹤0.01%	2665
2023 Q4	$2.65K	Sell	26 -5	-16%	-$430	﹤0.01%	2308
2023 Q3	$2.46K	Hold	31	–	–	﹤0.01%	1776
2023 Q2	$2.16K	Hold	31	–	–	﹤0.01%	1726
2023 Q1	$2.24K	Hold	31	–	–	﹤0.01%	1600
2022 Q4	$2.28K	Buy	+31	New	+$2.32K	﹤0.01%	1407

Other funds holding PJT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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