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O'Shaughnessy Asset Management’s PJT Partners PJT Stock Holding History

O'Shaughnessy 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 		– Sell
-1,475
Closed -$206K – 2786
2026
Q1 		$206K Sell
1,475
-66
-4% -$10.4K ﹤0.01% 1975
2025
Q4 		$258K Sell
1,541
-742
-33% -$127K ﹤0.01% 1858
2025
Q3 		$406K Buy
2,283
+327
+17% +$58.9K ﹤0.01% 1595
2025
Q2 		$323K Buy
1,956
+110
+6% +$16K ﹤0.01% 1595
2025
Q1 		$255K Sell
1,846
-153
-8% -$24.1K ﹤0.01% 1670
2024
Q4 		$315K Sell
1,999
-169
-8% -$25.8K ﹤0.01% 1497
2024
Q3 		$312K Buy
+2,168
New +$265K ﹤0.01% 1469
2021
Q4 		– Sell
-1,867
Closed -$148K – 2143
2021
Q3 		$148K Buy
1,867
+361
+24% +$27.7K ﹤0.01% 1176
2021
Q2 		$107K Hold
1,506
– – ﹤0.01% 1280
2021
Q1 		$102K Hold
1,506
– – ﹤0.01% 1188
2020
Q4 		$113K Buy
+1,506
New +$106K ﹤0.01% 1033

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

O'Shaughnessy Asset Management's PJT Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of PJT Partners (PJT) in Q2 2026, closing a stake of 1,475 shares — an estimated $206K sold.

O'Shaughnessy Asset Management first reported a position in PJT in Q4 2020 and held it in 11 quarters. The position peaked at $406K in Q3 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • O'Shaughnessy Asset Management reported no remaining PJT Partners position as of Q2 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 1,475 PJT Partners shares in Q2 2026, an estimated $206K.
  • O'Shaughnessy Asset Management first reported a position in PJT Partners in Q4 2020 and held it in 11 quarters.
  • O'Shaughnessy Asset Management's PJT Partners position peaked at $406K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

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