Private Wealth Management Group’s PJT Partners PJT Stock Holding History

Private Wealth Management 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	$6.41K	Hold	42	–	–	﹤0.01%	745
2026 Q1	$5.92K	Hold	42	–	–	﹤0.01%	706
2025 Q4	$7.08K	Hold	42	–	–	﹤0.01%	635
2025 Q3	$7.52K	Hold	42	–	–	﹤0.01%	626
2025 Q2	$6.97K	Hold	42	–	–	﹤0.01%	621
2025 Q1	$5.82K	Hold	42	–	–	﹤0.01%	663
2024 Q4	$6.65K	Hold	42	–	–	﹤0.01%	629
2024 Q3	$5.61K	Hold	42	–	–	﹤0.01%	680
2024 Q2	$4.54K	Hold	42	–	–	﹤0.01%	741
2024 Q1	$3.96K	Buy	42 +32	+320%	+$3.15K	﹤0.01%	705
2023 Q4	$1.02K	Buy	+10	New	+$860	﹤0.01%	1260

Other funds holding PJT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Private Wealth Management Group's PJT Position: Q2 2026 in Review

Private Wealth Management Group held its PJT Partners (PJT) position steady in Q2 2026 at 42 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Private Wealth Management Group first reported a position in PJT in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.52K in Q3 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Private Wealth Management Group held 42 shares of PJT Partners worth $6.41K as of Q2 2026.
Private Wealth Management Group left its PJT Partners share count unchanged in Q2 2026.
PJT Partners made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #745 holding.
Private Wealth Management Group first reported a position in PJT Partners in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's PJT Partners position peaked at $7.52K in Q3 2025.
417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.