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 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

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

Key Financial Inc's PJT Position: Q2 2026 in Review

Key Financial Inc held its PJT Partners (PJT) position steady in Q2 2026 at 100 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Key Financial Inc first reported a position in PJT in Q1 2020 and has held it in 24 quarters since. The position peaked at $17.4K in Q3 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Key Financial Inc held 100 shares of PJT Partners worth $15.1K as of Q2 2026.
Key Financial Inc left its PJT Partners share count unchanged in Q2 2026.
PJT Partners made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #776 holding.
Key Financial Inc first reported a position in PJT Partners in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's PJT Partners position peaked at $17.4K in Q3 2025.
417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.