NewEdge Advisors’s PJT Partners PJT Stock Holding History

NewEdge Advisors’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 Q2	$1.4K	Buy	9 +6	+200%	+$925	﹤0.01%	3963
2026 Q1	$454	Hold	3	–	–	﹤0.01%	4002
2025 Q4	$542	Hold	3	–	–	﹤0.01%	4049
2025 Q3	$575	Hold	3	–	–	﹤0.01%	3939
2025 Q2	$533	Hold	3	–	–	﹤0.01%	3795
2025 Q1	$445	Hold	3	–	–	﹤0.01%	3728
2024 Q4	$508	Hold	3	–	–	﹤0.01%	3654
2024 Q3	$429	Hold	3	–	–	﹤0.01%	3620
2024 Q2	$346	Hold	3	–	–	﹤0.01%	3614
2024 Q1	$302	Sell	3 -147	-98%	-$14.4K	﹤0.01%	3642
2023 Q4	$15.3K	Buy	150 +147	+4,900%	+$12.6K	﹤0.01%	2681
2023 Q3	$253	Hold	3	–	–	﹤0.01%	3304
2023 Q2	$221	Sell	3 -30	-91%	-$2.07K	﹤0.01%	3378
2023 Q1	$2.42K	Sell	33 -752	-96%	-$57.7K	﹤0.01%	2990
2022 Q4	$54.9K	Buy	+785	New	+$58.8K	﹤0.01%	1677
2017 Q3	–	Sell	-50	Closed	-$2.07K	–	914
2017 Q2	$2.07K	Buy	+50	New	+$1.87K	﹤0.01%	1304

Other funds holding PJT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors's PJT Position: Q2 2026 in Review

NewEdge Advisors increased its PJT Partners (PJT) stake by 200% in Q2 2026, buying an estimated $925 and bringing the position to 9 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3963.

NewEdge Advisors first reported a position in PJT in Q2 2017 and has held it in 16 quarters since. The position peaked at $54.9K in Q4 2022. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

NewEdge Advisors held 9 shares of PJT Partners worth $1.4K as of Q2 2026.
NewEdge Advisors bought 6 PJT Partners shares in Q2 2026, an estimated $925.
PJT Partners made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3963 holding.
NewEdge Advisors first reported a position in PJT Partners in Q2 2017 and has held it in 16 quarters since.
NewEdge Advisors's PJT Partners position peaked at $54.9K in Q4 2022.
417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.