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Larson Financial Group’s PJT Partners PJT Stock Holding History

Larson Financial Group’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 		$12.2K Buy
81
+6
+8% +$925 ﹤0.01% 2288
2026
Q1 		$10.5K Sell
75
-14
-16% -$2.2K ﹤0.01% 2225
2025
Q4 		$14.9K Hold
89
– – ﹤0.01% 1887
2025
Q3 		$15.8K Sell
89
-2
-2% -$360 ﹤0.01% 1772
2025
Q2 		$15K Sell
91
-9
-9% -$1.31K ﹤0.01% 1625
2025
Q1 		$13.8K Sell
100
-2
-2% -$315 ﹤0.01% 1513
2024
Q4 		$16.1K Buy
+102
New +$15.6K ﹤0.01% 1297

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

Larson Financial Group's PJT Position: Q2 2026 in Review

Larson Financial Group increased its PJT Partners (PJT) stake by 8% in Q2 2026, buying an estimated $925 and bringing the position to 81 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

Larson Financial Group first reported a position in PJT in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.1K in Q4 2024. 415 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Larson Financial Group held 81 shares of PJT Partners worth $12.2K as of Q2 2026.
  • Larson Financial Group bought 6 PJT Partners shares in Q2 2026, an estimated $925.
  • PJT Partners made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2288 holding.
  • Larson Financial Group first reported a position in PJT Partners in Q4 2024 and has held it in 7 quarters since.
  • Larson Financial Group's PJT Partners position peaked at $16.1K in Q4 2024.
  • 415 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

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