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LRI Investments’s PJT Partners PJT Stock Holding History

LRI Investments’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 		$7.85K Sell
52
-34
-40% -$5.24K ﹤0.01% 1029
2026
Q1 		$12K Buy
86
+49
+132% +$7.71K ﹤0.01% 833
2025
Q4 		$6.18K Hold
37
– – ﹤0.01% 995
2025
Q3 		$6.57K Buy
37
+6
+19% +$1.08K ﹤0.01% 972
2025
Q2 		$5.15K Hold
31
– – ﹤0.01% 1013
2025
Q1 		$4.3K Buy
31
+6
+24% +$944 ﹤0.01% 982
2024
Q4 		$3.95K Hold
25
– – ﹤0.01% 979
2024
Q3 		$3.99K Buy
+25
New +$3.06K ﹤0.01% 975

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

LRI Investments's PJT Position: Q2 2026 in Review

LRI Investments reduced its PJT Partners (PJT) stake by 40% in Q2 2026, selling an estimated $5.24K and leaving 52 shares worth $7.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

LRI Investments first reported a position in PJT in Q3 2024 and has held it in 8 quarters since. The position peaked at $12K in Q1 2026. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • LRI Investments held 52 shares of PJT Partners worth $7.85K as of Q2 2026.
  • LRI Investments sold 34 PJT Partners shares in Q2 2026, an estimated $5.24K.
  • PJT Partners made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1029 holding.
  • LRI Investments first reported a position in PJT Partners in Q3 2024 and has held it in 8 quarters since.
  • LRI Investments's PJT Partners position peaked at $12K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.