PSI Advisors’s PJT Partners PJT Stock Holding History

PSI Advisors’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
2025 Q2	–	Sell	-2	Closed	-$276	–	521
2025 Q1	$276	Hold	2	–	–	﹤0.01%	697
2024 Q4	$316	Hold	2	–	–	﹤0.01%	828
2024 Q3	$267	Hold	2	–	–	﹤0.01%	836
2024 Q2	$216	Hold	2	–	–	﹤0.01%	823
2024 Q1	$189	Hold	2	–	–	﹤0.01%	764
2023 Q4	$204	Hold	2	–	–	﹤0.01%	822
2023 Q3	$159	Hold	2	–	–	﹤0.01%	811
2023 Q2	$139	Hold	2	–	–	﹤0.01%	807
2023 Q1	$144	Hold	2	–	–	﹤0.01%	758
2022 Q4	$147	Hold	2	–	–	﹤0.01%	743
2022 Q3	$0	Buy	+2	New	+$140	﹤0.01%	821
2022 Q2	–	Sell	-2	Closed	–	–	836
2022 Q1	$0	Hold	2	–	–	﹤0.01%	782
2021 Q4	$0	Hold	2	–	–	﹤0.01%	807
2021 Q3	$0	Buy	+2	New	+$153	﹤0.01%	727
2020 Q1	–	Sell	-2	Closed	–	–	452
2019 Q4	$0	Buy	+2	New	+$84	﹤0.01%	675

Other funds holding PJT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CAM

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

PSI Advisors's PJT Position: Q2 2025 in Review

PSI Advisors sold out of PJT Partners (PJT) in Q2 2025, closing a stake of 2 shares — an estimated $276 sold.

PSI Advisors first reported a position in PJT in Q4 2019 and held it in 15 quarters. The position peaked at $316 in Q4 2024. 378 funds tracked by Wall St. Rank hold PJT as of Q2 2025.

PSI Advisors reported no remaining PJT Partners position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 2 PJT Partners shares in Q2 2025, an estimated $276.
PSI Advisors first reported a position in PJT Partners in Q4 2019 and held it in 15 quarters.
PSI Advisors's PJT Partners position peaked at $316 in Q4 2024.
378 funds tracked by Wall St. Rank held PJT Partners as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.