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Laurel Wealth Advisors (North Carolina)’s PJT Partners PJT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-37
Closed -$6.19K – 508
2025
Q4 		$6.19K Buy
+37
New +$6.33K ﹤0.01% 519
2025
Q2 		– Sell
-37
Closed -$5.1K – 534
2025
Q1 		$5.1K Hold
37
– – ﹤0.01% 533
2024
Q4 		$5.84K Hold
37
– – ﹤0.01% 533
2024
Q3 		$4.93K Hold
37
– – ﹤0.01% 517
2024
Q2 		$3.99K Buy
37
+5
+16% +$502 ﹤0.01% 503
2024
Q1 		$3.02K Hold
32
– – ﹤0.01% 526
2023
Q4 		$3.26K Hold
32
– – ﹤0.01% 486
2023
Q3 		$2.54K Hold
32
– – ﹤0.01% 499
2023
Q2 		$2.23K Hold
32
– – ﹤0.01% 512
2023
Q1 		$2.31K Hold
32
– – ﹤0.01% 510
2022
Q4 		$2.36K Hold
32
– – ﹤0.01% 477
2022
Q3 		$2K Hold
32
– – ﹤0.01% 488
2022
Q2 		$2K Hold
32
– – ﹤0.01% 544
2022
Q1 		$2K Hold
32
– – ﹤0.01% 593
2021
Q4 		$2K Hold
32
– – ﹤0.01% 595
2021
Q3 		$3K Hold
32
– – ﹤0.01% 557
2021
Q2 		$2K Buy
+32
New +$2.29K ﹤0.01% 682

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s PJT Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of PJT Partners (PJT) in Q1 2026, closing a stake of 37 shares — an estimated $6.19K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PJT in Q2 2021 and held it in 17 quarters. The position peaked at $6.19K in Q4 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining PJT Partners position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 37 PJT Partners shares in Q1 2026, an estimated $6.19K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in PJT Partners in Q2 2021 and held it in 17 quarters.
  • Laurel Wealth Advisors (North Carolina)'s PJT Partners position peaked at $6.19K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.