Massachusetts Financial Services’s PJT Partners PJT Stock Holding History

Massachusetts Financial 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	$29.3M	Sell	194,401 -35,961	-16%	-$5.54M	0.01%	595
2026 Q1	$32.2M	Buy	230,362 +34,766	+18%	+$5.47M	0.01%	553
2025 Q4	$32.7M	Sell	195,596 -12,668	-6%	-$2.17M	0.01%	557
2025 Q3	$37M	Buy	208,264 +31,594	+18%	+$5.69M	0.01%	522
2025 Q2	$29.2M	Buy	176,670 +6,684	+4%	+$971K	0.01%	560
2025 Q1	$23.4M	Buy	169,986 +58,656	+53%	+$9.23M	0.01%	583
2024 Q4	$17.6M	Buy	+111,330	New	+$17M	0.01%	615

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 $3.37T AUM 44.26% 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 $16.3B AUM 42.69% 1-Year Est. Return

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

Massachusetts Financial Services's PJT Position: Q2 2026 in Review

Massachusetts Financial Services reduced its PJT Partners (PJT) stake by 16% in Q2 2026, selling an estimated $5.54M and leaving 194,401 shares worth $29.3M. The position accounts for 0.01% of the portfolio, ranked #595.

Massachusetts Financial Services first reported a position in PJT in Q4 2024 and has held it in 7 quarters since. The position peaked at $37M in Q3 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Massachusetts Financial Services held 194,401 shares of PJT Partners worth $29.3M as of Q2 2026.
Massachusetts Financial Services sold 35,961 PJT Partners shares in Q2 2026, an estimated $5.54M.
PJT Partners made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #595 holding.
Massachusetts Financial Services first reported a position in PJT Partners in Q4 2024 and has held it in 7 quarters since.
Massachusetts Financial Services's PJT Partners position peaked at $37M in Q3 2025.
417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.