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IEQ Capital’s PJT Partners PJT Stock Holding History

IEQ Capital’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
Q2 		– Sell
-52,763
Closed -$7.37M – 2145
2026
Q1 		$7.37M Buy
52,763
+13,714
+35% +$2.16M 0.03% 418
2025
Q4 		$6.53M Hold
39,049
– – 0.02% 456
2025
Q3 		$6.94M Hold
39,049
– – 0.02% 406
2025
Q2 		$6.44M Buy
39,049
+13,575
+53% +$1.97M 0.04% 355
2025
Q1 		$3.51M Hold
25,474
– – 0.03% 427
2024
Q4 		$4.02M Hold
25,474
– – 0.04% 320
2024
Q3 		$3.4M Hold
25,474
– – 0.04% 265
2024
Q2 		$2.75M Buy
25,474
+5,705
+29% +$573K 0.04% 275
2024
Q1 		$1.86M Hold
19,769
– – 0.03% 334
2023
Q4 		$2.01M Sell
19,769
-10,000
-34% -$860K 0.03% 288
2023
Q3 		$2.36M Sell
29,769
-12,601
-30% -$974K 0.05% 233
2023
Q2 		$2.95M Buy
42,370
+5,322
+14% +$367K 0.06% 202
2023
Q1 		$2.67M Buy
37,048
+7,790
+27% +$598K 0.06% 207
2022
Q4 		$2.16M Hold
29,258
– – 0.06% 228
2022
Q3 		$1.96M Buy
29,258
+50
+0.2% +$3.5K 0.05% 235
2022
Q2 		$2.05M Hold
29,208
– – 0.06% 203
2022
Q1 		$1.84M Hold
29,208
– – 0.04% 222
2021
Q4 		$2.16M Sell
29,208
-12
-0% -$956 0.05% 191
2021
Q3 		$2.31M Buy
29,220
+12
+0% +$920 0.06% 163
2021
Q2 		$2.08M Sell
29,208
-15,000
-34% -$1.07M 0.06% 168
2021
Q1 		$2.99M Buy
44,208
+19,761
+81% +$1.43M 0.12% 104
2020
Q4 		$1.84M Sell
24,447
-10,000
-29% -$704K 0.08% 127
2020
Q3 		$2.09M Sell
34,447
-17
-0% -$955 0.11% 110
2020
Q2 		$1.77M Buy
34,464
+9,910
+40% +$489K 0.11% 112
2020
Q1 		$1.06M Buy
+24,554
New +$1.08M 0.09% 135

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IEQ Capital's PJT Position: Q2 2026 in Review

IEQ Capital sold out of PJT Partners (PJT) in Q2 2026, closing a stake of 52,763 shares — an estimated $7.37M sold.

IEQ Capital first reported a position in PJT in Q1 2020 and held it in 25 quarters. The position peaked at $7.37M in Q1 2026. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • IEQ Capital reported no remaining PJT Partners position as of Q2 2026 after selling out during the quarter.
  • IEQ Capital sold 52,763 PJT Partners shares in Q2 2026, an estimated $7.37M.
  • IEQ Capital first reported a position in PJT Partners in Q1 2020 and held it in 25 quarters.
  • IEQ Capital's PJT Partners position peaked at $7.37M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.