Private Advisor Group
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Private Advisor Group’s PJT Partners PJT Stock Holding History

Private Advisor 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
Q3 		$224K Buy
+1,572
New +$262K ﹤0.01% 2801
2026
Q1 		– Sell
-1,728
Closed -$289K – 2812
2025
Q4 		$289K Buy
1,728
+3
+0.2% +$513 ﹤0.01% 2182
2025
Q3 		$306K Sell
1,725
-247
-13% -$44.5K ﹤0.01% 2071
2025
Q2 		$325K Sell
1,972
-54
-3% -$7.85K ﹤0.01% 1939
2025
Q1 		$279K Sell
2,026
-179
-8% -$28.2K ﹤0.01% 1914
2024
Q4 		$348K Buy
2,205
+7
+0.3% +$1.07K ﹤0.01% 1774
2024
Q3 		$293K Buy
+2,198
New +$269K ﹤0.01% 1968
2024
Q1 		– Sell
-2,281
Closed -$232K – 2399
2023
Q4 		$232K Buy
+2,281
New +$196K ﹤0.01% 1958
2020
Q3 		– Sell
-646
Closed -$33K – 2916
2020
Q2 		$33K Buy
+646
New +$31.8K ﹤0.01% 2314

Other funds holding PJT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Private Advisor Group's PJT Position: Q3 2026 in Review

Private Advisor Group opened a new position in PJT Partners (PJT) in Q3 2026: 1,572 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #2801 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in PJT as recently as Q4 2025.

Private Advisor Group first reported a position in PJT in Q2 2020 and has held it in 9 quarters since. The position peaked at $348K in Q4 2024. 342 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

  • Private Advisor Group held 1,572 shares of PJT Partners worth $224K as of Q3 2026.
  • PJT Partners was a new Private Advisor Group position in Q3 2026.
  • PJT Partners made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2801 holding.
  • Private Advisor Group first reported a position in PJT Partners in Q2 2020 and has held it in 9 quarters since.
  • Private Advisor Group's PJT Partners position peaked at $348K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.