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Montag & Associates’s PJT Partners PJT Stock Holding History

Montag & Associates’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 		$3.07K Hold
22
– – ﹤0.01% 818
2025
Q4 		$3.68K Hold
22
– – ﹤0.01% 832
2025
Q3 		$3.91K Hold
22
– – ﹤0.01% 843
2025
Q2 		$3.63K Hold
22
– – ﹤0.01% 819
2025
Q1 		$3.03K Hold
22
– – ﹤0.01% 870
2024
Q4 		$3.47K Hold
22
– – ﹤0.01% 862
2024
Q3 		$2.93K Hold
22
– – ﹤0.01% 896
2024
Q2 		$2.38K Hold
22
– – ﹤0.01% 864
2024
Q1 		$2.07K Buy
+22
New +$2.16K ﹤0.01% 865

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $324B AUM 22.36% 1-Year Est. Return

Montag & Associates's PJT Position: Q1 2026 in Review

Montag & Associates held its PJT Partners (PJT) position steady in Q1 2026 at 22 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Montag & Associates first reported a position in PJT in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.91K in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Montag & Associates held 22 shares of PJT Partners worth $3.07K as of Q1 2026.
  • Montag & Associates left its PJT Partners share count unchanged in Q1 2026.
  • PJT Partners made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #818 holding.
  • Montag & Associates first reported a position in PJT Partners in Q1 2024 and has held it in 9 quarters since.
  • Montag & Associates's PJT Partners position peaked at $3.91K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.