JFS Wealth Advisors’s PJT Partners PJT Stock Holding History

JFS Wealth Advisors’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	$4.83K	Buy	32 +3	+10%	+$462	﹤0.01%	1282
2026 Q1	$4.05K	Hold	29	–	–	﹤0.01%	1270
2025 Q4	$4.85K	Buy	29 +4	+16%	+$684	﹤0.01%	1247
2025 Q3	$4.44K	Hold	25	–	–	﹤0.01%	1163
2025 Q2	$4.13K	Buy	25 +3	+14%	+$436	﹤0.01%	1149
2025 Q1	$3.03K	Hold	22	–	–	﹤0.01%	1316
2024 Q4	$3.47K	Hold	22	–	–	﹤0.01%	1263
2024 Q3	$2.93K	Hold	22	–	–	﹤0.01%	1329
2024 Q2	$2.38K	Hold	22	–	–	﹤0.01%	1372
2024 Q1	$2.07K	Hold	22	–	–	﹤0.01%	1424
2023 Q4	$2.24K	Sell	22 -1	-4%	-$86	﹤0.01%	1380
2023 Q3	$1.83K	Buy	23 +1	+5%	+$77	﹤0.01%	1391
2023 Q2	$1.53K	Sell	22 -1	-4%	-$69	﹤0.01%	1483
2023 Q1	$1.66K	Sell	23 -3	-12%	-$230	﹤0.01%	1434
2022 Q4	$1.92K	Hold	26	–	–	﹤0.01%	1392
2022 Q3	$2K	Sell	26 -1	-4%	-$70	﹤0.01%	1373
2022 Q2	$2K	Buy	27 +6	+29%	+$417	﹤0.01%	1368
2022 Q1	$1K	Buy	21 +6	+40%	+$390	﹤0.01%	1705
2021 Q4	$1K	Buy	15 +3	+25%	+$239	﹤0.01%	1509
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	814
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	583
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	574
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	561
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	541
2020 Q2	$1K	Hold	12	–	–	﹤0.01%	514
2020 Q1	$1K	Buy	+12	New	+$526	﹤0.01%	482

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JFS Wealth Advisors's PJT Position: Q2 2026 in Review

JFS Wealth Advisors increased its PJT Partners (PJT) stake by 10% in Q2 2026, buying an estimated $462 and bringing the position to 32 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

JFS Wealth Advisors first reported a position in PJT in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.85K in Q4 2025. 415 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

JFS Wealth Advisors held 32 shares of PJT Partners worth $4.83K as of Q2 2026.
JFS Wealth Advisors bought 3 PJT Partners shares in Q2 2026, an estimated $462.
PJT Partners made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1282 holding.
JFS Wealth Advisors first reported a position in PJT Partners in Q1 2020 and has held it in 26 quarters since.
JFS Wealth Advisors's PJT Partners position peaked at $4.85K in Q4 2025.
415 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.