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Independent Financial Group’s PJT Partners PJT Stock Holding History

Independent Financial Group’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 		$255K Sell
1,690
-1,069
-39% -$165K ﹤0.01% 1347
2026
Q1 		$385K Sell
2,759
-127
-4% -$20K 0.01% 1053
2025
Q4 		$483K Sell
2,886
-980
-25% -$168K 0.01% 918
2025
Q3 		$687K Sell
3,866
-120
-3% -$21.6K 0.02% 725
2025
Q2 		$658K Buy
3,986
+700
+21% +$102K 0.02% 676
2025
Q1 		$453K Buy
3,286
+109
+3% +$17.1K 0.02% 744
2024
Q4 		$501K Buy
3,177
+920
+41% +$140K 0.02% 686
2024
Q3 		$301K Buy
+2,257
New +$276K 0.01% 882

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

Independent Financial Group's PJT Position: Q2 2026 in Review

Independent Financial Group reduced its PJT Partners (PJT) stake by 39% in Q2 2026, selling an estimated $165K and leaving 1,690 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Independent Financial Group first reported a position in PJT in Q3 2024 and has held it in 8 quarters since. The position peaked at $687K in Q3 2025. 415 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Independent Financial Group held 1,690 shares of PJT Partners worth $255K as of Q2 2026.
  • Independent Financial Group sold 1,069 PJT Partners shares in Q2 2026, an estimated $165K.
  • PJT Partners made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1347 holding.
  • Independent Financial Group first reported a position in PJT Partners in Q3 2024 and has held it in 8 quarters since.
  • Independent Financial Group's PJT Partners position peaked at $687K in Q3 2025.
  • 415 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.