Rise Advisors’s PJT Partners PJT Stock Holding History

Rise 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 Q4	–	Sell	-73	Closed	-$13K	–	1074
2025 Q3	$13K	Hold	73	–	–	﹤0.01%	849
2025 Q2	$12K	Hold	73	–	–	﹤0.01%	871
2025 Q1	$10.1K	Buy	+73	New	+$11.5K	﹤0.01%	965

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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

Rise Advisors's PJT Position: Q4 2025 in Review

Rise Advisors sold out of PJT Partners (PJT) in Q4 2025, closing a stake of 73 shares — an estimated $13K sold.

Rise Advisors first reported a position in PJT in Q1 2025 and held it in 3 quarters. The position peaked at $13K in Q3 2025. 410 funds tracked by Wall St. Rank hold PJT as of Q4 2025.

Rise Advisors reported no remaining PJT Partners position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 73 PJT Partners shares in Q4 2025, an estimated $13K.
Rise Advisors first reported a position in PJT Partners in Q1 2025 and held it in 3 quarters.
Rise Advisors's PJT Partners position peaked at $13K in Q3 2025.
410 funds tracked by Wall St. Rank held PJT Partners as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.