Perigon Wealth Management
PJT icon

Perigon Wealth Management’s PJT Partners PJT Stock Holding History

Perigon Wealth 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
Q3 		$212K Sell
1,483
-1
-0.1% -$167 ﹤0.01% 1366
2026
Q2 		$224K Sell
1,484
-33
-2% -$5.09K ﹤0.01% 1303
2026
Q1 		$212K Buy
1,517
+107
+8% +$16.8K ﹤0.01% 1194
2025
Q4 		$236K Buy
1,410
+39
+3% +$6.67K ﹤0.01% 1142
2025
Q3 		$244K Buy
1,371
+37
+3% +$6.66K 0.01% 1057
2025
Q2 		$220K Buy
+1,334
New +$194K 0.01% 967
2025
Q1 		– Sell
-1,375
Closed -$219K – 1082
2024
Q4 		$219K Buy
+1,375
New +$210K 0.01% 938
2021
Q1 		– Sell
-1,625
Closed -$122K – 890
2020
Q4 		$122K Buy
+1,625
New +$114K 0.01% 502
2016
Q4 		– Sell
-146
Closed -$4K – 743
2016
Q3 		$4K Sell
146
-2
-1% -$50 ﹤0.01% 581
2016
Q2 		$3K Buy
+148
New +$3.57K ﹤0.01% 418

Other funds holding PJT

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Perigon Wealth Management's PJT Position: Q3 2026 in Review

Perigon Wealth Management reduced its PJT Partners (PJT) stake by 0.07% in Q3 2026, selling an estimated $167 and leaving 1,483 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Perigon Wealth Management first reported a position in PJT in Q2 2016 and has held it in 10 quarters since. The position peaked at $244K in Q3 2025. 89 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

  • Perigon Wealth Management held 1,483 shares of PJT Partners worth $212K as of Q3 2026.
  • Perigon Wealth Management sold 1 PJT Partners share in Q3 2026, an estimated $167.
  • PJT Partners made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1366 holding.
  • Perigon Wealth Management first reported a position in PJT Partners in Q2 2016 and has held it in 10 quarters since.
  • Perigon Wealth Management's PJT Partners position peaked at $244K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.