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 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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Perigon Wealth Management's PJT Position: Q1 2026 in Review

Perigon Wealth Management increased its PJT Partners (PJT) stake by 7.6% in Q1 2026, buying an estimated $16.8K and bringing the position to 1,517 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Perigon Wealth Management first reported a position in PJT in Q2 2016 and has held it in 8 quarters since. The position peaked at $244K in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

Perigon Wealth Management held 1,517 shares of PJT Partners worth $212K as of Q1 2026.
Perigon Wealth Management bought 107 PJT Partners shares in Q1 2026, an estimated $16.8K.
PJT Partners made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1194 holding.
Perigon Wealth Management first reported a position in PJT Partners in Q2 2016 and has held it in 8 quarters since.
Perigon Wealth Management's PJT Partners position peaked at $244K in Q3 2025.
399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.