Institute for Wealth Management’s PJT Partners PJT Stock Holding History

Institute for Wealth Management’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	$2.72K	Buy	+18	New	+$2.77K	﹤0.01%	1546

Other funds holding PJT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Institute for Wealth Management's PJT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in PJT Partners (PJT) in Q2 2026: 18 shares worth $2.72K. The stake represents ﹤0.01% of the portfolio and ranks #1546 among its holdings.

212 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Institute for Wealth Management held 18 shares of PJT Partners worth $2.72K as of Q2 2026.
PJT Partners was a new Institute for Wealth Management position in Q2 2026.
PJT Partners made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1546 holding.
212 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.