Key Financial Inc
PJT icon

Key Financial Inc’s PJT Partners PJT Stock Holding History

Key Financial Inc’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
Q3 		$14.3K Hold
100
– – ﹤0.01% 780
2026
Q2 		$15.1K Hold
100
– – ﹤0.01% 776
2026
Q1 		$14K Hold
100
– – ﹤0.01% 804
2025
Q4 		$16.7K Hold
100
– – ﹤0.01% 754
2025
Q3 		$17.4K Hold
100
– – ﹤0.01% 741
2025
Q2 		$16.5K Hold
100
– – ﹤0.01% 733
2025
Q1 		$13.8K Hold
100
– – ﹤0.01% 742
2024
Q4 		$15.8K Hold
100
– – ﹤0.01% 715
2024
Q3 		$13.3K Hold
100
– – ﹤0.01% 727
2024
Q2 		$10.8K Hold
100
– – ﹤0.01% 753
2024
Q1 		$9.43K Hold
100
– – ﹤0.01% 779
2023
Q4 		$10.2K Hold
100
– – ﹤0.01% 729
2023
Q3 		$7.94K Hold
100
– – ﹤0.01% 781
2023
Q2 		$6.96K Hold
100
– – ﹤0.01% 822
2023
Q1 		$7.22K Hold
100
– – ﹤0.01% 748
2022
Q4 		$6.68K Hold
100
– – ﹤0.01% 722
2022
Q3 		$7K Hold
100
– – ﹤0.01% 727
2022
Q2 		$7K Hold
100
– – ﹤0.01% 727
2022
Q1 		$6K Hold
100
– – ﹤0.01% 758
2021
Q4 		$7K Hold
100
– – ﹤0.01% 663
2021
Q3 		$8K Hold
100
– – ﹤0.01% 628
2021
Q2 		$8K Hold
100
– – ﹤0.01% 620
2021
Q1 		$7K Hold
100
– – ﹤0.01% 547
2020
Q4 		$8K Buy
+100
New +$7.04K 0.01% 490
2020
Q2 		– Sell
-100
Closed -$4K – 471
2020
Q1 		$4K Buy
+100
New +$4.38K ﹤0.01% 535

Other funds holding PJT

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Key Financial Inc's PJT Position: Q3 2026 in Review

Key Financial Inc held its PJT Partners (PJT) position steady in Q3 2026 at 100 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Key Financial Inc first reported a position in PJT in Q1 2020 and has held it in 25 quarters since. The position peaked at $17.4K in Q3 2025. 204 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

  • Key Financial Inc held 100 shares of PJT Partners worth $14.3K as of Q3 2026.
  • Key Financial Inc left its PJT Partners share count unchanged in Q3 2026.
  • PJT Partners made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #780 holding.
  • Key Financial Inc first reported a position in PJT Partners in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's PJT Partners position peaked at $17.4K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.