Osaic Holdings
PJT icon

Osaic Holdings’s PJT Partners PJT Stock Holding History

Osaic Holdings’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 		$12.1M Sell
84,773
-1,601
-2% -$267K 0.01% 908
2026
Q2 		$13M Buy
86,374
+7,359
+9% +$1.13M 0.02% 868
2026
Q1 		$11M Buy
79,015
+539
+0.7% +$84.9K 0.02% 854
2025
Q4 		$13.1M Buy
78,476
+867
+1% +$148K 0.02% 777
2025
Q3 		$13.8M Buy
77,609
+76,765
+9,095% +$13.8M 0.02% 817
2025
Q2 		$140K Sell
844
-76
-8% -$11K ﹤0.01% 4232
2025
Q1 		$127K Buy
920
+185
+25% +$29.1K ﹤0.01% 3997
2024
Q4 		$116K Sell
735
-2,178
-75% -$332K ﹤0.01% 4065
2024
Q3 		$389K Sell
2,913
-162
-5% -$19.8K ﹤0.01% 3099
2024
Q2 		$332K Buy
3,075
+652
+27% +$65.5K ﹤0.01% 3114
2024
Q1 		$228K Sell
2,423
-2,109
-47% -$207K ﹤0.01% 3573
2023
Q4 		$462K Buy
4,532
+536
+13% +$46.1K ﹤0.01% 3235
2023
Q3 		$318K Buy
3,996
+700
+21% +$54.1K ﹤0.01% 3637
2023
Q2 		$230K Sell
3,296
-1,548
-32% -$107K ﹤0.01% 3778
2023
Q1 		$350K Buy
4,844
+106
+2% +$8.14K ﹤0.01% 3410
2022
Q4 		$351K Buy
4,738
+107
+2% +$8.02K ﹤0.01% 3371
2022
Q3 		$311K Buy
4,631
+20
+0.4% +$1.4K ﹤0.01% 3346
2022
Q2 		$323K Buy
4,611
+218
+5% +$15.2K ﹤0.01% 3358
2022
Q1 		$743K Buy
4,393
+259
+6% +$16.8K ﹤0.01% 2845
2021
Q4 		$308K Buy
4,134
+364
+10% +$29K ﹤0.01% 3537
2021
Q3 		$300K Sell
3,770
-21
-0.6% -$1.61K ﹤0.01% 3541
2021
Q2 		$269K Buy
3,791
+253
+7% +$18.1K ﹤0.01% 3626
2021
Q1 		$241K Buy
3,538
+611
+21% +$44.2K ﹤0.01% 3574
2020
Q4 		$221K Sell
2,927
-10,655
-78% -$750K ﹤0.01% 3393
2020
Q3 		$822K Sell
13,582
-4,165
-23% -$234K ﹤0.01% 1998
2020
Q2 		$912K Buy
17,747
+12,995
+273% +$641K ﹤0.01% 1822
2020
Q1 		$208K Buy
+4,752
New +$208K ﹤0.01% 2833

Other funds holding PJT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Osaic Holdings's PJT Position: Q3 2026 in Review

Osaic Holdings reduced its PJT Partners (PJT) stake by 1.9% in Q3 2026, selling an estimated $267K and leaving 84,773 shares worth $12.1M. The position accounts for 0.01% of the portfolio, ranked #908.

Osaic Holdings first reported a position in PJT in Q1 2020 and has held it in 27 quarters since. The position peaked at $13.8M in Q3 2025. 342 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

  • Osaic Holdings held 84,773 shares of PJT Partners worth $12.1M as of Q3 2026.
  • Osaic Holdings sold 1,601 PJT Partners shares in Q3 2026, an estimated $267K.
  • PJT Partners made up 0.01% of Osaic Holdings's portfolio in Q3 2026, its #908 holding.
  • Osaic Holdings first reported a position in PJT Partners in Q1 2020 and has held it in 27 quarters since.
  • Osaic Holdings's PJT Partners position peaked at $13.8M in Q3 2025.
  • 342 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.