Plante Moran Financial Advisors’s PJT Partners PJT Stock Holding History

Plante Moran Financial Advisors’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	$1.06K	Buy	+7	New	+$1.08K	﹤0.01%	889
2023 Q2	–	Sell	-5	Closed	-$361	–	850
2023 Q1	$361	Buy	+5	New	+$384	﹤0.01%	757
2021 Q4	–	Sell	-18	Closed	-$1K	–	1073
2021 Q3	$1K	Buy	+18	New	+$1.38K	﹤0.01%	898
2017 Q1	–	Sell	-31	Closed	-$1K	–	993
2016 Q4	$1K	Buy	31 +25	+417%	+$719	﹤0.01%	928
2016 Q3	$0	Hold	6	–	–	﹤0.01%	975
2016 Q2	$0	Sell	6 -4	-40%	-$96	﹤0.01%	930
2016 Q1	$0	Buy	10 +4	+67%	+$103	﹤0.01%	992
2015 Q4	$0	Buy	+6	New	+$137	﹤0.01%	981

Other funds holding PJT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Plante Moran Financial Advisors's PJT Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in PJT Partners (PJT) in Q2 2026: 7 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in PJT as recently as Q1 2023.

Plante Moran Financial Advisors first reported a position in PJT in Q4 2015 and has held it in 8 quarters since. 415 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Plante Moran Financial Advisors held 7 shares of PJT Partners worth $1.06K as of Q2 2026.
PJT Partners was a new Plante Moran Financial Advisors position in Q2 2026.
PJT Partners made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #889 holding.
Plante Moran Financial Advisors first reported a position in PJT Partners in Q4 2015 and has held it in 8 quarters since.
415 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.