Oppenheimer Asset Management’s PJT Partners PJT Stock Holding History

Oppenheimer Asset 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
2026 Q2	$2.39M	Buy	15,852 +11,140	+236%	+$1.72M	0.02%	546
2026 Q1	$658K	Buy	+4,712	New	+$742K	0.01%	814
2019 Q3	–	Sell	-1,500	Closed	-$61K	–	1632
2019 Q2	$61K	Sell	1,500 -27	-2%	-$1.1K	﹤0.01%	1340
2019 Q1	$64K	Sell	1,527 -21	-1%	-$901	﹤0.01%	1321
2018 Q4	$60K	Buy	+1,548	New	+$69.4K	﹤0.01%	1307
2017 Q4	–	Sell	-1,959	Closed	-$75K	–	1380
2017 Q3	$75K	Buy	1,959 +114	+6%	+$4.52K	﹤0.01%	1269
2017 Q2	$74K	Buy	+1,845	New	+$69K	﹤0.01%	1264

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return

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

Oppenheimer Asset Management's PJT Position: Q2 2026 in Review

Oppenheimer Asset Management increased its PJT Partners (PJT) stake by 236% in Q2 2026, buying an estimated $1.72M and bringing the position to 15,852 shares worth $2.39M. The position accounts for 0.02% of the portfolio, ranked #546.

Oppenheimer Asset Management first reported a position in PJT in Q2 2017 and has held it in 7 quarters since. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Oppenheimer Asset Management held 15,852 shares of PJT Partners worth $2.39M as of Q2 2026.
Oppenheimer Asset Management bought 11,140 PJT Partners shares in Q2 2026, an estimated $1.72M.
PJT Partners made up 0.02% of Oppenheimer Asset Management's portfolio in Q2 2026, its #546 holding.
Oppenheimer Asset Management first reported a position in PJT Partners in Q2 2017 and has held it in 7 quarters since.
417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.