IFP Advisors’s PJT Partners PJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.31K | Sell |
38
-20
| -34% | -$3.15K | ﹤0.01% | 3487 |
|
|
2025
Q4 | $9.7K | Sell |
58
-18
| -24% | -$3.08K | ﹤0.01% | 3080 |
|
|
2025
Q3 | $13.5K | Buy |
76
+61
| +407% | +$11K | ﹤0.01% | 2758 |
|
|
2025
Q2 | $10.4K | Buy |
15
+6
| +67% | +$872 | ﹤0.01% | 2895 |
|
|
2025
Q1 | $2.62K | Buy |
9
+8
| +800% | +$1.26K | ﹤0.01% | 3061 |
|
|
2024
Q4 | $1.74K | Sell |
1
-5
| -83% | -$763 | ﹤0.01% | 3152 |
|
|
2024
Q3 | $800 | Hold |
6
| – | – | ﹤0.01% | 3103 |
|
|
2024
Q2 | $647 | Hold |
6
| – | – | ﹤0.01% | 3061 |
|
|
2024
Q1 | $566 | Hold |
6
| – | – | ﹤0.01% | 2964 |
|
|
2023
Q4 | $611 | Sell |
6
-23
| -79% | -$1.98K | ﹤0.01% | 2858 |
|
|
2023
Q3 | $2.3K | Sell |
29
-5
| -15% | -$387 | ﹤0.01% | 2790 |
|
|
2023
Q2 | $2.37K | Hold |
34
| – | – | ﹤0.01% | 2820 |
|
|
2023
Q1 | $1.87K | Sell |
34
-14
| -29% | -$1.07K | ﹤0.01% | 2914 |
|
|
2022
Q4 | $24K | Sell |
48
-1
| -2% | -$75 | ﹤0.01% | 2757 |
|
|
2022
Q3 | $24K | Hold |
49
| – | – | ﹤0.01% | 2932 |
|
|
2022
Q2 | $24K | Hold |
49
| – | – | ﹤0.01% | 2704 |
|
|
2022
Q1 | $24K | Buy |
49
+9
| +23% | +$585 | ﹤0.01% | 2704 |
|
|
2021
Q4 | $9K | Sell |
40
-10
| -20% | -$797 | ﹤0.01% | 2276 |
|
|
2021
Q3 | $11K | Sell |
50
-1
| -2% | -$77 | ﹤0.01% | 2241 |
|
|
2021
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 2768 |
|
|
2021
Q1 | $2K | Sell |
51
-6
| -11% | -$434 | ﹤0.01% | 2699 |
|
|
2020
Q4 | $2K | Hold |
57
| – | – | ﹤0.01% | 2646 |
|
|
2020
Q3 | $1K | Sell |
57
-37
| -39% | -$2.08K | ﹤0.01% | 2686 |
|
|
2020
Q2 | $3K | Sell |
94
-2
| -2% | -$99 | ﹤0.01% | 2280 |
|
|
2020
Q1 | $1K | Sell |
96
-14
| -13% | -$614 | ﹤0.01% | 2582 |
|
|
2019
Q4 | $3K | Buy |
110
+31
| +39% | +$1.3K | ﹤0.01% | 2399 |
|
|
2019
Q3 | $1K | Buy |
+79
| New | +$3.18K | ﹤0.01% | 2912 |
|
|
2019
Q1 | $2K | Sell |
148
-698
| -83% | -$29.9K | ﹤0.01% | 2103 |
|
|
2018
Q4 | $33K | Sell |
846
-260
| -24% | -$11.7K | ﹤0.01% | 1852 |
|
|
2018
Q3 | $58K | Buy |
1,106
+213
| +24% | +$12K | ﹤0.01% | 1815 |
|
|
2018
Q2 | $48K | Buy |
893
+323
| +57% | +$17.7K | ﹤0.01% | 1940 |
|
|
2018
Q1 | $26K | Hold |
570
| – | – | ﹤0.01% | 2221 |
|
|
2017
Q4 | $26K | Sell |
570
-303
| -35% | -$12.3K | ﹤0.01% | 2250 |
|
|
2017
Q3 | $33K | Sell |
873
-1,815
| -68% | -$72K | ﹤0.01% | 2270 |
|
|
2017
Q2 | $108K | Buy |
2,688
+365
| +16% | +$13.7K | ﹤0.01% | 1491 |
|
|
2017
Q1 | $82K | Sell |
2,323
-1,574
| -40% | -$54.5K | ﹤0.01% | 1631 |
|
|
2016
Q4 | $120K | Buy |
3,897
+2,309
| +145% | +$66.4K | 0.01% | 1339 |
|
|
2016
Q3 | $43K | Sell |
1,588
-6
| -0.4% | -$150 | ﹤0.01% | 1909 |
|
|
2016
Q2 | $37K | Buy |
1,594
+1,446
| +977% | +$34.8K | ﹤0.01% | 1953 |
|
|
2016
Q1 | $2K | Sell |
148
-1,838
| -93% | -$47.4K | ﹤0.01% | 2101 |
|
|
2015
Q4 | $56K | Buy |
+1,986
| New | +$45.5K | ﹤0.01% | 1545 |
|
Other funds holding PJT
VPM
VCM
WA
CAM
IFP Advisors's PJT Position: Q1 2026 in Review
IFP Advisors reduced its PJT Partners (PJT) stake by 34% in Q1 2026, selling an estimated $3.15K and leaving 38 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #3487.
IFP Advisors first reported a position in PJT in Q4 2015 and has held it in 41 quarters since. The position peaked at $120K in Q4 2016. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.
- IFP Advisors held 38 shares of PJT Partners worth $5.31K as of Q1 2026.
- IFP Advisors sold 20 PJT Partners shares in Q1 2026, an estimated $3.15K.
- PJT Partners made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3487 holding.
- IFP Advisors first reported a position in PJT Partners in Q4 2015 and has held it in 41 quarters since.
- IFP Advisors's PJT Partners position peaked at $120K in Q4 2016.
- 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.