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 Q3	$17.6K	Hold	123	–	–	﹤0.01%	1707
2026 Q2	$18.6K	Sell	123 -57	-32%	-$8.78K	﹤0.01%	1671
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

NBC Securities's PJT Position: Q3 2026 in Review

NBC Securities held its PJT Partners (PJT) position steady in Q3 2026 at 123 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

NBC Securities first reported a position in PJT in Q3 2023 and has held it in 12 quarters since. The position peaked at $32K in Q3 2025. 84 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

NBC Securities held 123 shares of PJT Partners worth $17.6K as of Q3 2026.
NBC Securities left its PJT Partners share count unchanged in Q3 2026.
PJT Partners made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #1707 holding.
NBC Securities first reported a position in PJT Partners in Q3 2023 and has held it in 12 quarters since.
NBC Securities's PJT Partners position peaked at $32K in Q3 2025.
84 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.