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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prospera Financial Services's PJT Position: Q2 2026 in Review

Prospera Financial Services increased its PJT Partners (PJT) stake by 0.1% in Q2 2026, buying an estimated $308 and bringing the position to 2,062 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Prospera Financial Services first reported a position in PJT in Q3 2020 and has held it in 10 quarters since. The position peaked at $317K in Q3 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Prospera Financial Services held 2,062 shares of PJT Partners worth $311K as of Q2 2026.
  • Prospera Financial Services bought 2 PJT Partners shares in Q2 2026, an estimated $308.
  • PJT Partners made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1221 holding.
  • Prospera Financial Services first reported a position in PJT Partners in Q3 2020 and has held it in 10 quarters since.
  • Prospera Financial Services's PJT Partners position peaked at $317K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.