PAG
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
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

Private Advisor Group's PJT Position: Q1 2026 in Review

Private Advisor Group sold out of PJT Partners (PJT) in Q1 2026, closing a stake of 1,728 shares — an estimated $289K sold.

Private Advisor Group first reported a position in PJT in Q2 2020 and held it in 8 quarters. The position peaked at $348K in Q4 2024. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Private Advisor Group reported no remaining PJT Partners position as of Q1 2026 after selling out during the quarter.
  • Private Advisor Group sold 1,728 PJT Partners shares in Q1 2026, an estimated $289K.
  • Private Advisor Group first reported a position in PJT Partners in Q2 2020 and held it in 8 quarters.
  • Private Advisor Group's PJT Partners position peaked at $348K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.