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Pinnacle Wealth Planning Services’s PJT Partners PJT Stock Holding History

Pinnacle Wealth Planning Services’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 		$18.3K Sell
131
-316
-71% -$49.8K ﹤0.01% 1737
2025
Q4 		$74.7K Buy
+447
New +$76.5K 0.01% 953

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

Pinnacle Wealth Planning Services's PJT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its PJT Partners (PJT) stake by 71% in Q1 2026, selling an estimated $49.8K and leaving 131 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Pinnacle Wealth Planning Services first reported a position in PJT in Q4 2025 and has held it in 2 quarters since. The position peaked at $74.7K in Q4 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 131 shares of PJT Partners worth $18.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 316 PJT Partners shares in Q1 2026, an estimated $49.8K.
  • PJT Partners made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1737 holding.
  • Pinnacle Wealth Planning Services first reported a position in PJT Partners in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's PJT Partners position peaked at $74.7K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.