Raymond James Financial
PJT icon

Raymond James Financial’s PJT Partners PJT Stock Holding History

Raymond James Financial’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 		$61.9M Sell
409,925
-13,093
-3% -$2.02M 0.02% 820
2026
Q1 		$58.6M Sell
423,018
-14,263
-3% -$2.25M 0.02% 772
2025
Q4 		$74M Sell
437,281
-26,771
-6% -$4.58M 0.02% 633
2025
Q3 		$82.5M Sell
464,052
-26,514
-5% -$4.77M 0.03% 570
2025
Q2 		$80.9M Buy
490,566
+30,860
+7% +$4.48M 0.03% 554
2025
Q1 		$63.4M Sell
459,706
-105,478
-19% -$16.6M 0.02% 608
2024
Q4 		$89.2M Buy
+565,184
New +$86.2M 0.03% 482

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

Raymond James Financial's PJT Position: Q2 2026 in Review

Raymond James Financial reduced its PJT Partners (PJT) stake by 3.1% in Q2 2026, selling an estimated $2.02M and leaving 409,925 shares worth $61.9M. The position accounts for 0.02% of the portfolio, ranked #820.

Raymond James Financial first reported a position in PJT in Q4 2024 and has held it in 7 quarters since. The position peaked at $89.2M in Q4 2024. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Raymond James Financial held 409,925 shares of PJT Partners worth $61.9M as of Q2 2026.
  • Raymond James Financial sold 13,093 PJT Partners shares in Q2 2026, an estimated $2.02M.
  • PJT Partners made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #820 holding.
  • Raymond James Financial first reported a position in PJT Partners in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's PJT Partners position peaked at $89.2M in Q4 2024.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.