Prospera Financial Services’s PJT Partners PJT Stock Holding History

Prospera Financial Services’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	$311K	Buy	2,062 +2	+0.1%	+$308	﹤0.01%	1221
2026 Q1	$288K	Buy	2,060 +275	+15%	+$43.3K	﹤0.01%	1222
2025 Q4	$298K	Hold	1,785	–	–	﹤0.01%	1156
2025 Q3	$317K	Sell	1,785 -12	-0.7%	-$2.16K	0.01%	1123
2025 Q2	$297K	Hold	1,797	–	–	0.01%	1107
2025 Q1	$248K	Sell	1,797 -37	-2%	-$5.82K	0.01%	1057
2024 Q4	$290K	Hold	1,834	–	–	0.01%	946
2024 Q3	$245K	Buy	+1,834	New	+$224K	0.01%	1006
2022 Q2	–	Sell	-1,757	Closed	-$111K	–	2330
2022 Q1	$111K	Buy	+1,757	New	+$114K	﹤0.01%	1080
2020 Q4	–	Sell	-1,757	Closed	-$106K	–	1314
2020 Q3	$106K	Buy	+1,757	New	+$98.7K	0.04%	390

Other funds holding PJT

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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return