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Principal Securities’s PJT Partners PJT Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-229
Closed -$40.7K – 2923
2025
Q3 		$40.7K Sell
229
-76
-25% -$13.7K ﹤0.01% 2055
2025
Q2 		$50.3K Buy
305
+106
+53% +$15.4K ﹤0.01% 1871
2025
Q1 		$31.4K Hold
199
– – ﹤0.01% 1968
2024
Q4 		$31.4K Buy
199
+158
+385% +$24.1K ﹤0.01% 1965
2024
Q3 		$5.47K Buy
41
+13
+46% +$1.59K ﹤0.01% 2646
2024
Q2 		$3.02K Buy
+28
New +$2.81K ﹤0.01% 2799

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Securities's PJT Position: Q4 2025 in Review

Principal Securities sold out of PJT Partners (PJT) in Q4 2025, closing a stake of 229 shares — an estimated $40.7K sold.

Principal Securities first reported a position in PJT in Q2 2024 and held it in 6 quarters. The position peaked at $50.3K in Q2 2025. 410 funds tracked by Wall St. Rank hold PJT as of Q4 2025.

  • Principal Securities reported no remaining PJT Partners position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 229 PJT Partners shares in Q4 2025, an estimated $40.7K.
  • Principal Securities first reported a position in PJT Partners in Q2 2024 and held it in 6 quarters.
  • Principal Securities's PJT Partners position peaked at $50.3K in Q2 2025.
  • 410 funds tracked by Wall St. Rank held PJT Partners as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.