FFA
PJT icon

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
Q3 		$210K Sell
1,474
-6
-0.4% -$1K ﹤0.01% 2263
2026
Q2 		$223K Sell
1,480
-31
-2% -$4.78K ﹤0.01% 2166
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Farther Finance Advisors's PJT Position: Q3 2026 in Review

Farther Finance Advisors reduced its PJT Partners (PJT) stake by 0.41% in Q3 2026, selling an estimated $1K and leaving 1,474 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

Farther Finance Advisors first reported a position in PJT in Q4 2022 and has held it in 16 quarters since. The position peaked at $349K in Q4 2025. 13 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

  • Farther Finance Advisors held 1,474 shares of PJT Partners worth $210K as of Q3 2026.
  • Farther Finance Advisors sold 6 PJT Partners shares in Q3 2026, an estimated $1K.
  • PJT Partners made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2263 holding.
  • Farther Finance Advisors first reported a position in PJT Partners in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's PJT Partners position peaked at $349K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.