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Golden State Wealth Management’s PJT Partners PJT Stock Holding History

Golden State Wealth Management’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
Q3 		– Sell
-18
Closed -$2.97K – 1689
2025
Q2 		$2.97K Hold
18
– – ﹤0.01% 1309
2025
Q1 		$2.48K Buy
+18
New +$2.83K ﹤0.01% 1284

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Golden State Wealth Management's PJT Position: Q3 2025 in Review

Golden State Wealth Management sold out of PJT Partners (PJT) in Q3 2025, closing a stake of 18 shares — an estimated $2.97K sold.

Golden State Wealth Management first reported a position in PJT in Q1 2025 and held it in 2 quarters. The position peaked at $2.97K in Q2 2025. 394 funds tracked by Wall St. Rank hold PJT as of Q3 2025.

  • Golden State Wealth Management reported no remaining PJT Partners position as of Q3 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 18 PJT Partners shares in Q3 2025, an estimated $2.97K.
  • Golden State Wealth Management first reported a position in PJT Partners in Q1 2025 and held it in 2 quarters.
  • Golden State Wealth Management's PJT Partners position peaked at $2.97K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held PJT Partners as of Q3 2025.

Based on Golden State Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.