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Montgomery Investment Management’s PJT Partners PJT Stock Holding History

Montgomery Investment Management’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
2025
Q4 		– Sell
-1,200
Closed -$213K – 98
2025
Q3 		$213K Buy
+1,200
New +$216K 0.08% 95

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Montgomery Investment Management's PJT Position: Q4 2025 in Review

Montgomery Investment Management sold out of PJT Partners (PJT) in Q4 2025, closing a stake of 1,200 shares — an estimated $213K sold.

Montgomery Investment Management first reported a position in PJT in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 410 funds tracked by Wall St. Rank hold PJT as of Q4 2025.

  • Montgomery Investment Management reported no remaining PJT Partners position as of Q4 2025 after selling out during the quarter.
  • Montgomery Investment Management sold 1,200 PJT Partners shares in Q4 2025, an estimated $213K.
  • Montgomery Investment Management first reported a position in PJT Partners in Q3 2025 and held it in 1 quarter.
  • Montgomery Investment Management's PJT Partners position peaked at $213K in Q3 2025.
  • 410 funds tracked by Wall St. Rank held PJT Partners as of Q4 2025.

Based on Montgomery Investment Management's 13F filing for Q4 2025, filed 16 Jan 2026.