Pathstone Holdings
PJT icon

Pathstone Holdings’s PJT Partners PJT Stock Holding History

Pathstone 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
Q2 		$361K Buy
+2,392
New +$369K ﹤0.01% 2031
2025
Q2 		– Sell
-1,464
Closed -$202K – 2300
2025
Q1 		$202K Buy
+1,464
New +$230K ﹤0.01% 2081

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 $3.37T AUM 44.26% 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

Pathstone Holdings's PJT Position: Q2 2026 in Review

Pathstone Holdings opened a new position in PJT Partners (PJT) in Q2 2026: 2,392 shares worth $361K. The stake represents ﹤0.01% of the portfolio and ranks #2031 among its holdings. This is a return to the name: Pathstone Holdings previously reported a position in PJT as recently as Q1 2025.

Pathstone Holdings first reported a position in PJT in Q1 2025 and has held it in 2 quarters since. 415 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Pathstone Holdings held 2,392 shares of PJT Partners worth $361K as of Q2 2026.
  • PJT Partners was a new Pathstone Holdings position in Q2 2026.
  • PJT Partners made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2031 holding.
  • Pathstone Holdings first reported a position in PJT Partners in Q1 2025 and has held it in 2 quarters since.
  • 415 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.