Mackenzie Financial
PJT icon

Mackenzie Financial’s PJT Partners PJT Stock Holding History

Mackenzie Financial’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
-1,432
Closed -$243K – 1676
2025
Q4 		$243K Sell
1,432
-6,613
-82% -$1.13M ﹤0.01% 1463
2025
Q3 		$1.43M Buy
8,045
+6,550
+438% +$1.18M ﹤0.01% 951
2025
Q2 		$247K Hold
1,495
– – ﹤0.01% 1470
2025
Q1 		$206K Hold
1,495
– – ﹤0.01% 1514
2024
Q4 		$236K Buy
+1,495
New +$228K ﹤0.01% 1490
2023
Q2 		– Sell
-4,172
Closed -$301K – 1613
2023
Q1 		$301K Buy
+4,172
New +$320K ﹤0.01% 1183

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 $3.37T AUM 44.26% 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 $1.88T 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 $16.3B AUM 42.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mackenzie Financial's PJT Position: Q1 2026 in Review

Mackenzie Financial sold out of PJT Partners (PJT) in Q1 2026, closing a stake of 1,432 shares — an estimated $243K sold.

Mackenzie Financial first reported a position in PJT in Q1 2023 and held it in 6 quarters. The position peaked at $1.43M in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Mackenzie Financial reported no remaining PJT Partners position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 1,432 PJT Partners shares in Q1 2026, an estimated $243K.
  • Mackenzie Financial first reported a position in PJT Partners in Q1 2023 and held it in 6 quarters.
  • Mackenzie Financial's PJT Partners position peaked at $1.43M in Q3 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.