HRT Financial’s PJT Partners PJT Stock Holding History

HRT Financial’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 Q1	$1.43M	Buy	+10,235	New	+$1.61M	0.01%	1830
2025 Q4	–	Sell	-7,696	Closed	-$1.37M	–	3937
2025 Q3	$1.37M	Buy	+7,696	New	+$1.39M	0.01%	1359
2024 Q2	–	Sell	-6,044	Closed	-$569K	–	2940
2024 Q1	$569K	Buy	+6,044	New	+$594K	﹤0.01%	1193
2023 Q4	–	Sell	-44,785	Closed	-$3.56M	–	2934
2023 Q3	$3.56M	Buy	+44,785	New	+$3.46M	0.04%	410
2023 Q2	–	Sell	-12,349	Closed	-$891K	–	3112
2023 Q1	$891K	Buy	+12,349	New	+$948K	0.01%	1009
2022 Q4	–	Sell	-6,997	Closed	-$467K	–	3020
2022 Q3	$467K	Buy	+6,997	New	+$490K	0.01%	1668
2022 Q1	–	Sell	-53,555	Closed	-$3.97M	–	3728
2021 Q4	$3.97M	Buy	53,555 +12,520	+31%	+$997K	0.02%	363
2021 Q3	$3.25M	Buy	41,035 +17,253	+73%	+$1.32M	0.02%	481
2021 Q2	$1.7M	Buy	23,782 +10,791	+83%	+$770K	0.02%	715
2021 Q1	$878K	Buy	+12,991	New	+$941K	0.01%	1284

Other funds holding PJT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Geode Capital Management

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

Fidelity Investments

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

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

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return