Financial Network Wealth Advisors’s PJT Partners PJT Stock Holding History

Financial Network Wealth 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 Q2	$3.65K	Buy	24 +2	+9%	+$308	﹤0.01%	601
2026 Q1	$3.09K	Hold	22	–	–	﹤0.01%	604
2025 Q4	$3.69K	Hold	22	–	–	﹤0.01%	577
2025 Q3	$3.92K	Hold	22	–	–	﹤0.01%	555
2025 Q2	$3.64K	Hold	22	–	–	﹤0.01%	554
2025 Q1	$3.04K	Buy	22 +18	+450%	+$2.83K	﹤0.01%	542
2024 Q4	$631	Buy	+4	New	+$610	﹤0.01%	476
2024 Q3	–	Sell	-87	Closed	-$9.39K	–	952
2024 Q2	$9.39K	Buy	+87	New	+$8.74K	0.01%	500

Other funds holding PJT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Network Wealth Advisors's PJT Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its PJT Partners (PJT) stake by 9.1% in Q2 2026, buying an estimated $308 and bringing the position to 24 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Financial Network Wealth Advisors first reported a position in PJT in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.39K in Q2 2024. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Financial Network Wealth Advisors held 24 shares of PJT Partners worth $3.65K as of Q2 2026.
Financial Network Wealth Advisors bought 2 PJT Partners shares in Q2 2026, an estimated $308.
PJT Partners made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #601 holding.
Financial Network Wealth Advisors first reported a position in PJT Partners in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's PJT Partners position peaked at $9.39K in Q2 2024.
417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.