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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
Q3 		$251K Buy
1,757
+67
+4% +$11.2K ﹤0.01% 1381
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's PJT Position: Q3 2026 in Review

Independent Financial Group increased its PJT Partners (PJT) stake by 4% in Q3 2026, buying an estimated $11.2K and bringing the position to 1,757 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Independent Financial Group first reported a position in PJT in Q3 2024 and has held it in 9 quarters since. The position peaked at $687K in Q3 2025. 15 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

  • Independent Financial Group held 1,757 shares of PJT Partners worth $251K as of Q3 2026.
  • Independent Financial Group bought 67 PJT Partners shares in Q3 2026, an estimated $11.2K.
  • PJT Partners made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1381 holding.
  • Independent Financial Group first reported a position in PJT Partners in Q3 2024 and has held it in 9 quarters since.
  • Independent Financial Group's PJT Partners position peaked at $687K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.