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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
Q2 		$302 Sell
2
-3
-60% -$462 ﹤0.01% 1817
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 $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

Rialto Wealth Management's PJT Position: Q2 2026 in Review

Rialto Wealth Management reduced its PJT Partners (PJT) stake by 60% in Q2 2026, selling an estimated $462 and leaving 2 shares worth $302. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

Rialto Wealth Management first reported a position in PJT in Q2 2025 and has held it in 5 quarters since. The position peaked at $699 in Q1 2026. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Rialto Wealth Management held 2 shares of PJT Partners worth $302 as of Q2 2026.
  • Rialto Wealth Management sold 3 PJT Partners shares in Q2 2026, an estimated $462.
  • PJT Partners made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1817 holding.
  • Rialto Wealth Management first reported a position in PJT Partners in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's PJT Partners position peaked at $699 in Q1 2026.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.