Lloyd Advisory Services’s PJT Partners PJT Stock Holding History

Lloyd Advisory Services’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	–	Sell	-29	Closed	-$4.05K	–	900
2026 Q1	$4.05K	Buy	+29	New	+$4.57K	﹤0.01%	590

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lloyd Advisory Services's PJT Position: Q2 2026 in Review

Lloyd Advisory Services sold out of PJT Partners (PJT) in Q2 2026, closing a stake of 29 shares — an estimated $4.05K sold.

Lloyd Advisory Services first reported a position in PJT in Q1 2026 and held it in 1 quarter. The position peaked at $4.05K in Q1 2026. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Lloyd Advisory Services reported no remaining PJT Partners position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 29 PJT Partners shares in Q2 2026, an estimated $4.05K.
Lloyd Advisory Services first reported a position in PJT Partners in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's PJT Partners position peaked at $4.05K in Q1 2026.
417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.