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NBC Securities’s PJT Partners PJT Stock Holding History

NBC Securities’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 		$25.1K Hold
180
– – ﹤0.01% 1614
2025
Q4 		$30.1K Hold
180
– – ﹤0.01% 1576
2025
Q3 		$32K Hold
180
– – ﹤0.01% 1515
2025
Q2 		$29K Hold
180
– – ﹤0.01% 1543
2025
Q1 		$24K Buy
+180
New +$28.3K ﹤0.01% 1422
2024
Q4 		– Sell
-180
Closed -$24K – 1851
2024
Q3 		$24K Hold
180
– – ﹤0.01% 1441
2024
Q2 		$19K Hold
180
– – ﹤0.01% 1473
2024
Q1 		$16K Hold
180
– – ﹤0.01% 1536
2023
Q4 		$18K Hold
180
– – ﹤0.01% 1517
2023
Q3 		$14K Buy
+180
New +$13.9K ﹤0.01% 1599

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