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Journey Retirement Planning & Investment Management’s PJT Partners PJT Stock Holding History

Journey Retirement Planning & Investment 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
Q1 		– Sell
-1,830
Closed -$306K – 208
2025
Q4 		$306K Buy
+1,830
New +$313K 0.06% 197

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
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

Journey Retirement Planning & Investment Management's PJT Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of PJT Partners (PJT) in Q1 2026, closing a stake of 1,830 shares — an estimated $306K sold.

Journey Retirement Planning & Investment Management first reported a position in PJT in Q4 2025 and held it in 1 quarter. The position peaked at $306K in Q4 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining PJT Partners position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 1,830 PJT Partners shares in Q1 2026, an estimated $306K.
  • Journey Retirement Planning & Investment Management first reported a position in PJT Partners in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's PJT Partners position peaked at $306K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.