Optima Capital’s PJT Partners PJT Stock Holding History

Optima Capital’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	–	Sell	-8	Closed	-$1.34K	–	976
2025 Q4	$1.34K	Buy	+8	New	+$1.37K	﹤0.01%	872

Other funds holding PJT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Optima Capital's PJT Position: Q1 2026 in Review

Optima Capital sold out of PJT Partners (PJT) in Q1 2026, closing a stake of 8 shares — an estimated $1.34K sold.

Optima Capital first reported a position in PJT in Q4 2025 and held it in 1 quarter. The position peaked at $1.34K in Q4 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

Optima Capital reported no remaining PJT Partners position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 8 PJT Partners shares in Q1 2026, an estimated $1.34K.
Optima Capital first reported a position in PJT Partners in Q4 2025 and held it in 1 quarter.
Optima Capital's PJT Partners position peaked at $1.34K in Q4 2025.
399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.