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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
Q2 		$69.1K Buy
458
+327
+250% +$50.4K 0.01% 1074
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 $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

Pinnacle Wealth Planning Services's PJT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its PJT Partners (PJT) stake by 250% in Q2 2026, buying an estimated $50.4K and bringing the position to 458 shares worth $69.1K. The position accounts for 0.01% of the portfolio, ranked #1074.

Pinnacle Wealth Planning Services first reported a position in PJT in Q4 2025 and has held it in 3 quarters since. The position peaked at $74.7K in Q4 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 458 shares of PJT Partners worth $69.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 327 PJT Partners shares in Q2 2026, an estimated $50.4K.
  • PJT Partners made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1074 holding.
  • Pinnacle Wealth Planning Services first reported a position in PJT Partners in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's PJT Partners position peaked at $74.7K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.