Global Financial Private Client’s PJT Partners PJT Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-6	Closed	-$827	–	1225
2025 Q1	$827	Buy	6 +4	+200%	+$629	﹤0.01%	1117
2024 Q4	$316	Buy	2 +1	+100%	+$153	﹤0.01%	1096
2024 Q3	$133	Hold	1	–	–	﹤0.01%	798
2024 Q2	$108	Hold	1	–	–	﹤0.01%	674
2024 Q1	$95	Hold	1	–	–	﹤0.01%	696
2023 Q4	$102	Hold	1	–	–	﹤0.01%	682
2023 Q3	$79	Hold	1	–	–	﹤0.01%	676
2023 Q2	$70	Hold	1	–	–	﹤0.01%	666
2023 Q1	$72	Hold	1	–	–	﹤0.01%	682
2022 Q4	$74	Hold	1	–	–	﹤0.01%	674
2022 Q3	$69	Hold	1	–	–	﹤0.01%	648
2022 Q2	$70	Hold	1	–	–	﹤0.01%	652
2022 Q1	$64	Hold	1	–	–	﹤0.01%	651
2021 Q4	$74	Hold	1	–	–	﹤0.01%	642
2021 Q3	$79	Hold	1	–	–	﹤0.01%	597
2021 Q2	$71	Hold	1	–	–	﹤0.01%	600
2021 Q1	$70	Hold	1	–	–	﹤0.01%	570
2020 Q4	$75	Hold	1	–	–	﹤0.01%	556
2020 Q3	$60	Hold	1	–	–	﹤0.01%	464
2020 Q2	$50	Hold	1	–	–	﹤0.01%	505
2020 Q1	$41	Hold	1	–	–	﹤0.01%	526
2019 Q4	$45	Buy	+1	New	+$42	﹤0.01%	538

Other funds holding PJT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Global Financial Private Client's PJT Position: Q2 2025 in Review

Global Financial Private Client sold out of PJT Partners (PJT) in Q2 2025, closing a stake of 6 shares — an estimated $827 sold.

Global Financial Private Client first reported a position in PJT in Q4 2019 and held it in 22 quarters. The position peaked at $827 in Q1 2025. 378 funds tracked by Wall St. Rank hold PJT as of Q2 2025.

Global Financial Private Client reported no remaining PJT Partners position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 6 PJT Partners shares in Q2 2025, an estimated $827.
Global Financial Private Client first reported a position in PJT Partners in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's PJT Partners position peaked at $827 in Q1 2025.
378 funds tracked by Wall St. Rank held PJT Partners as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.