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Legacy Financial Group (Oklahoma)’s PJT Partners PJT Stock Holding History

Legacy Financial Group (Oklahoma)’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 		$210K Hold
1,504
– – 0.06% 84
2025
Q4 		$251K Hold
1,504
– – 0.07% 73
2025
Q3 		$267K Hold
1,504
– – 0.07% 69
2025
Q2 		$248K Sell
1,504
-32
-2% -$4.65K 0.07% 72
2025
Q1 		$212K Hold
1,536
– – 0.07% 77
2024
Q4 		$242K Hold
1,536
– – 0.08% 75
2024
Q3 		$213K Buy
+1,536
New +$188K 0.07% 78

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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

Legacy Financial Group (Oklahoma)'s PJT Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) held its PJT Partners (PJT) position steady in Q1 2026 at 1,504 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #84.

Legacy Financial Group (Oklahoma) first reported a position in PJT in Q3 2024 and has held it in 7 quarters since. The position peaked at $267K in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Legacy Financial Group (Oklahoma) held 1,504 shares of PJT Partners worth $210K as of Q1 2026.
  • Legacy Financial Group (Oklahoma) left its PJT Partners share count unchanged in Q1 2026.
  • PJT Partners made up 0.06% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #84 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in PJT Partners in Q3 2024 and has held it in 7 quarters since.
  • Legacy Financial Group (Oklahoma)'s PJT Partners position peaked at $267K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.