BPI
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BFC Planning, Inc.’s PJT Partners PJT Stock Holding History

BFC Planning, Inc.’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 		$27.8K Hold
184
– – ﹤0.01% 1852
2026
Q1 		$25.7K Hold
184
– – ﹤0.01% 1601
2025
Q4 		$30.7K Buy
184
+1
+0.5% +$171 ﹤0.01% 1564
2025
Q3 		$32.6K Hold
183
– – ﹤0.01% 1350
2025
Q2 		$30.3K Hold
183
– – ﹤0.01% 1335
2025
Q1 		$25.3K Buy
183
+73
+66% +$11.5K ﹤0.01% 1374
2024
Q4 		$17.4K Buy
+110
New +$16.8K ﹤0.01% 1522

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s PJT Position: Q2 2026 in Review

BFC Planning, Inc. held its PJT Partners (PJT) position steady in Q2 2026 at 184 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

BFC Planning, Inc. first reported a position in PJT in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.6K in Q3 2025. 419 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • BFC Planning, Inc. held 184 shares of PJT Partners worth $27.8K as of Q2 2026.
  • BFC Planning, Inc. left its PJT Partners share count unchanged in Q2 2026.
  • PJT Partners made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1852 holding.
  • BFC Planning, Inc. first reported a position in PJT Partners in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s PJT Partners position peaked at $32.6K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.