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Osbon Capital Management’s PJT Partners PJT Stock Holding History

Osbon Capital 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
Q1 		$78.1K Hold
559
– – 0.06% 125
2025
Q4 		$93.5K Buy
+559
New +$95.6K 0.09% 89

Other funds holding PJT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osbon Capital Management's PJT Position: Q1 2026 in Review

Osbon Capital Management held its PJT Partners (PJT) position steady in Q1 2026 at 559 shares worth $78.1K. The position accounts for 0.06% of the portfolio, ranked #125.

Osbon Capital Management first reported a position in PJT in Q4 2025 and has held it in 2 quarters since. The position peaked at $93.5K in Q4 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Osbon Capital Management held 559 shares of PJT Partners worth $78.1K as of Q1 2026.
  • Osbon Capital Management left its PJT Partners share count unchanged in Q1 2026.
  • PJT Partners made up 0.06% of Osbon Capital Management's portfolio in Q1 2026, its #125 holding.
  • Osbon Capital Management first reported a position in PJT Partners in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's PJT Partners position peaked at $93.5K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.