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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
Q2 		$225K Sell
1,491
-13
-0.9% -$2K 0.05% 95
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 $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

Legacy Financial Group (Oklahoma)'s PJT Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) reduced its PJT Partners (PJT) stake by 0.86% in Q2 2026, selling an estimated $2K and leaving 1,491 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #95.

Legacy Financial Group (Oklahoma) first reported a position in PJT in Q3 2024 and has held it in 8 quarters since. The position peaked at $267K in Q3 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 1,491 shares of PJT Partners worth $225K as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 13 PJT Partners shares in Q2 2026, an estimated $2K.
  • PJT Partners made up 0.05% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #95 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in PJT Partners in Q3 2024 and has held it in 8 quarters since.
  • Legacy Financial Group (Oklahoma)'s PJT Partners position peaked at $267K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.