Grey Fox Wealth Advisors’s PJT Partners PJT Stock Holding History

Grey Fox 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
2025 Q4	–	Sell	-5	Closed	-$889	–	474
2025 Q3	$889	Buy	+5	New	+$900	﹤0.01%	583

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

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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

Grey Fox Wealth Advisors's PJT Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of PJT Partners (PJT) in Q4 2025, closing a stake of 5 shares — an estimated $889 sold.

Grey Fox Wealth Advisors first reported a position in PJT in Q3 2025 and held it in 1 quarter. The position peaked at $889 in Q3 2025. 410 funds tracked by Wall St. Rank hold PJT as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining PJT Partners position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 5 PJT Partners shares in Q4 2025, an estimated $889.
Grey Fox Wealth Advisors first reported a position in PJT Partners in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's PJT Partners position peaked at $889 in Q3 2025.
410 funds tracked by Wall St. Rank held PJT Partners as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.