Intrust Bank’s PJT Partners PJT Stock Holding History

Intrust Bank’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 Q1	$452K	Sell	3,238 -79	-2%	-$12.4K	0.04%	276
2025 Q4	$555K	Sell	3,317 -53	-2%	-$9.06K	0.05%	239
2025 Q3	$599K	Sell	3,370 -81	-2%	-$14.6K	0.05%	229
2025 Q2	$569K	Buy	3,451 +91	+3%	+$13.2K	0.05%	225
2025 Q1	$463K	Sell	3,360 -67	-2%	-$10.5K	0.05%	254
2024 Q4	$541K	Sell	3,427 -79	-2%	-$12K	0.05%	238
2024 Q3	$467K	Sell	3,506 -40	-1%	-$4.89K	0.05%	261
2024 Q2	$383K	Buy	3,546 +272	+8%	+$27.3K	0.04%	285
2024 Q1	$309K	Buy	3,274 +88	+3%	+$8.65K	0.03%	327
2023 Q4	$325K	Buy	3,186 +251	+9%	+$21.6K	0.04%	317
2023 Q3	$233K	Sell	2,935 -40	-1%	-$3.09K	0.03%	341
2023 Q2	$207K	Sell	2,975 -193	-6%	-$13.3K	0.03%	375
2023 Q1	$229K	Sell	3,168 -143	-4%	-$11K	0.03%	356
2022 Q4	$244K	Buy	3,311 +115	+4%	+$8.62K	0.03%	342
2022 Q3	$214K	Buy	3,196 +32	+1%	+$2.24K	0.03%	349
2022 Q2	$223K	Buy	+3,164	New	+$220K	0.03%	349
2021 Q4	–	Sell	-2,728	Closed	-$216K	–	401
2021 Q3	$216K	Buy	+2,728	New	+$209K	0.03%	362

Other funds holding PJT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return