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Richards, Merrill & Peterson’s PJT Partners PJT Stock Holding History

Richards, Merrill & Peterson’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
-10
Closed -$1.38K – 400
2025
Q1 		$1.38K Hold
10
– – ﹤0.01% 475
2024
Q4 		$1.58K Buy
+10
New +$1.52K ﹤0.01% 459

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
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

Richards, Merrill & Peterson's PJT Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of PJT Partners (PJT) in Q2 2025, closing a stake of 10 shares — an estimated $1.38K sold.

Richards, Merrill & Peterson first reported a position in PJT in Q4 2024 and held it in 2 quarters. The position peaked at $1.58K in Q4 2024. 378 funds tracked by Wall St. Rank hold PJT as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining PJT Partners position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 10 PJT Partners shares in Q2 2025, an estimated $1.38K.
  • Richards, Merrill & Peterson first reported a position in PJT Partners in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's PJT Partners position peaked at $1.58K in Q4 2024.
  • 378 funds tracked by Wall St. Rank held PJT Partners as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.