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Rialto Wealth Management’s PJT Partners PJT Stock Holding History

Rialto Wealth Management’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
Q1 		$699 Buy
5
+3
+150% +$472 ﹤0.01% 1240
2025
Q4 		$335 Hold
2
– – ﹤0.01% 1403
2025
Q3 		$356 Buy
2
+1
+100% +$180 ﹤0.01% 1359
2025
Q2 		$166 Buy
+1
New +$145 ﹤0.01% 1435

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rialto Wealth Management's PJT Position: Q1 2026 in Review

Rialto Wealth Management increased its PJT Partners (PJT) stake by 150% in Q1 2026, buying an estimated $472 and bringing the position to 5 shares worth $699. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Rialto Wealth Management first reported a position in PJT in Q2 2025 and has held it in 4 quarters since. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Rialto Wealth Management held 5 shares of PJT Partners worth $699 as of Q1 2026.
  • Rialto Wealth Management bought 3 PJT Partners shares in Q1 2026, an estimated $472.
  • PJT Partners made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1240 holding.
  • Rialto Wealth Management first reported a position in PJT Partners in Q2 2025 and has held it in 4 quarters since.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.