HM Payson & Co’s PJT Partners PJT Stock Holding History

HM Payson & Co’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	-511	Closed	-$70.5K	–	1038
2025 Q1	$70.5K	Hold	511	–	–	﹤0.01%	588
2024 Q4	$80.6K	Hold	511	–	–	﹤0.01%	566
2024 Q3	$68.1K	Hold	511	–	–	﹤0.01%	579
2024 Q2	$55.1K	Hold	511	–	–	﹤0.01%	585
2024 Q1	$48.2K	Hold	511	–	–	﹤0.01%	601
2023 Q4	$52.1K	Hold	511	–	–	﹤0.01%	591
2023 Q3	$40.6K	Hold	511	–	–	﹤0.01%	619
2023 Q2	$35.6K	Hold	511	–	–	﹤0.01%	642
2023 Q1	$36.9K	Hold	511	–	–	﹤0.01%	629
2022 Q4	$37.7K	Hold	511	–	–	﹤0.01%	597
2022 Q3	$34K	Hold	511	–	–	﹤0.01%	630
2022 Q2	$36K	Hold	511	–	–	﹤0.01%	635
2022 Q1	$32K	Hold	511	–	–	﹤0.01%	662
2021 Q4	$38K	Hold	511	–	–	﹤0.01%	661
2021 Q3	$40K	Sell	511 -104	-17%	-$7.97K	﹤0.01%	629
2021 Q2	$44K	Buy	615 +104	+20%	+$7.42K	﹤0.01%	607
2021 Q1	$35K	Hold	511	–	–	﹤0.01%	672
2020 Q4	$38K	Hold	511	–	–	﹤0.01%	652
2020 Q3	$31K	Hold	511	–	–	﹤0.01%	645
2020 Q2	$26K	Hold	511	–	–	﹤0.01%	634
2020 Q1	$22K	Hold	511	–	–	﹤0.01%	626
2019 Q4	$23K	Sell	511 -7	-1%	-$294	﹤0.01%	702
2019 Q3	$21K	Sell	518 -19	-4%	-$764	﹤0.01%	723
2019 Q2	$22K	Buy	+537	New	+$21.9K	﹤0.01%	718

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

HM Payson & Co's PJT Position: Q2 2025 in Review

HM Payson & Co sold out of PJT Partners (PJT) in Q2 2025, closing a stake of 511 shares — an estimated $70.5K sold.

HM Payson & Co first reported a position in PJT in Q2 2019 and held it in 24 quarters. The position peaked at $80.6K in Q4 2024. 378 funds tracked by Wall St. Rank hold PJT as of Q2 2025.

HM Payson & Co reported no remaining PJT Partners position as of Q2 2025 after selling out during the quarter.
HM Payson & Co sold 511 PJT Partners shares in Q2 2025, an estimated $70.5K.
HM Payson & Co first reported a position in PJT Partners in Q2 2019 and held it in 24 quarters.
HM Payson & Co's PJT Partners position peaked at $80.6K in Q4 2024.
378 funds tracked by Wall St. Rank held PJT Partners as of Q2 2025.

Based on HM Payson & Co's 13F filing for Q2 2025, filed 17 Oct 2025.