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Meriwether Wealth & Planning’s PJT Partners PJT Stock Holding History

Meriwether Wealth & Planning’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
Q3 		$2.28K Buy
+16
New +$2.67K ﹤0.01% 621

Other funds holding PJT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Meriwether Wealth & Planning's PJT Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in PJT Partners (PJT) in Q3 2026: 16 shares worth $2.28K. The stake represents ﹤0.01% of the portfolio and ranks #621 among its holdings.

13 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

  • Meriwether Wealth & Planning held 16 shares of PJT Partners worth $2.28K as of Q3 2026.
  • PJT Partners was a new Meriwether Wealth & Planning position in Q3 2026.
  • PJT Partners made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #621 holding.
  • 13 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.