Portside Wealth Group’s PJT Partners PJT Stock Holding History

Portside Wealth Group’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	$828K	Sell	5,923 -141	-2%	-$22.2K	0.11%	188
2025 Q4	$1.01M	Sell	6,064 -11	-0.2%	-$1.88K	0.14%	165
2025 Q3	$1.08M	Buy	6,075 +182	+3%	+$32.8K	0.15%	154
2025 Q2	$972K	Buy	5,893 +381	+7%	+$55.4K	0.14%	151
2025 Q1	$760K	Buy	5,512 +833	+18%	+$131K	0.12%	179
2024 Q4	$738K	Buy	4,679 +995	+27%	+$152K	0.12%	178
2024 Q3	$491K	Buy	3,684 +181	+5%	+$22.1K	0.08%	230
2024 Q2	$378K	Buy	+3,503	New	+$352K	0.07%	242
2024 Q1	–	Sell	-2,212	Closed	-$225K	–	387
2023 Q4	$225K	Sell	2,212 -548	-20%	-$47.1K	0.04%	318
2023 Q3	$218K	Buy	+2,760	New	+$213K	0.04%	304

Other funds holding PJT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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