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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
Q2 		$1.02M Buy
6,742
+819
+14% +$126K 0.12% 192
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
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

Portside Wealth Group's PJT Position: Q2 2026 in Review

Portside Wealth Group increased its PJT Partners (PJT) stake by 14% in Q2 2026, buying an estimated $126K and bringing the position to 6,742 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #192.

Portside Wealth Group first reported a position in PJT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q3 2025. 415 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Portside Wealth Group held 6,742 shares of PJT Partners worth $1.02M as of Q2 2026.
  • Portside Wealth Group bought 819 PJT Partners shares in Q2 2026, an estimated $126K.
  • PJT Partners made up 0.12% of Portside Wealth Group's portfolio in Q2 2026, its #192 holding.
  • Portside Wealth Group first reported a position in PJT Partners in Q3 2023 and has held it in 11 quarters since.
  • Portside Wealth Group's PJT Partners position peaked at $1.08M in Q3 2025.
  • 415 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.