Jones Financial Companies
PJT icon

Jones Financial Companies’s PJT Partners PJT Stock Holding History

Jones Financial Companies’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 		$852K Buy
5,618
+1,501
+36% +$231K ﹤0.01% 1977
2026
Q1 		$562K Buy
4,117
+3,926
+2,055% +$618K ﹤0.01% 1988
2025
Q4 		$31.9K Sell
191
-26
-12% -$4.45K ﹤0.01% 2732
2025
Q3 		$39.6K Buy
217
+41
+23% +$7.38K ﹤0.01% 2475
2025
Q2 		$29.3K Buy
176
+94
+115% +$13.7K ﹤0.01% 2441
2025
Q1 		$11.2K Hold
82
– – ﹤0.01% 2662
2024
Q4 		$12.9K Buy
+82
New +$12.5K ﹤0.01% 2420

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

Jones Financial Companies's PJT Position: Q2 2026 in Review

Jones Financial Companies increased its PJT Partners (PJT) stake by 36% in Q2 2026, buying an estimated $231K and bringing the position to 5,618 shares worth $852K. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Jones Financial Companies first reported a position in PJT in Q4 2024 and has held it in 7 quarters since. 415 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Jones Financial Companies held 5,618 shares of PJT Partners worth $852K as of Q2 2026.
  • Jones Financial Companies bought 1,501 PJT Partners shares in Q2 2026, an estimated $231K.
  • PJT Partners made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1977 holding.
  • Jones Financial Companies first reported a position in PJT Partners in Q4 2024 and has held it in 7 quarters since.
  • 415 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.