Rockefeller Capital Management
PJT icon

Rockefeller Capital Management’s PJT Partners PJT Stock Holding History

Rockefeller Capital 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 		$18.9M Sell
135,505
-19,114
-12% -$3.01M 0.03% 457
2025
Q4 		$25.9M Sell
154,619
-10,133
-6% -$1.73M 0.05% 377
2025
Q3 		$29.3M Sell
164,752
-24,877
-13% -$4.48M 0.06% 308
2025
Q2 		$31.3M Buy
189,629
+15,417
+9% +$2.24M 0.07% 268
2025
Q1 		$24M Sell
174,212
-38,931
-18% -$6.12M 0.06% 306
2024
Q4 		$33.6M Sell
213,143
-87,821
-29% -$13.4M 0.09% 222
2024
Q3 		$40.1M Buy
300,964
+8,953
+3% +$1.09M 0.11% 188
2024
Q2 		$31.5M Buy
292,011
+22,763
+8% +$2.29M 0.09% 218
2024
Q1 		$25.4M Sell
269,248
-2,975
-1% -$292K 0.07% 265
2023
Q4 		$27.7M Buy
272,223
+36,357
+15% +$3.13M 0.09% 225
2023
Q3 		$18.7M Buy
235,866
+36,703
+18% +$2.84M 0.07% 274
2023
Q2 		$13.9M Buy
199,163
+60,562
+44% +$4.18M 0.05% 361
2023
Q1 		$10M Buy
138,601
+133,903
+2,850% +$10.3M 0.04% 403
2022
Q4 		$345K Buy
4,698
+3,178
+209% +$238K ﹤0.01% 1420
2022
Q3 		$100K Buy
1,520
+77
+5% +$5.4K ﹤0.01% 1991
2022
Q2 		$101K Sell
1,443
-8
-0.6% -$556 ﹤0.01% 1942
2022
Q1 		$91K Sell
1,451
-21
-1% -$1.37K ﹤0.01% 2025
2021
Q4 		$109K Buy
1,472
+375
+34% +$29.9K ﹤0.01% 1899
2021
Q3 		$86K Buy
1,097
+498
+83% +$38.2K ﹤0.01% 1920
2021
Q2 		$42K Sell
599
-2,229
-79% -$159K ﹤0.01% 2155
2021
Q1 		$191K Sell
2,828
-450
-14% -$32.6K ﹤0.01% 1348
2020
Q4 		$246K Buy
3,278
+2,352
+254% +$166K ﹤0.01% 1129
2020
Q3 		$56K Buy
926
+400
+76% +$22.5K ﹤0.01% 1472
2020
Q2 		$27K Buy
526
+6
+1% +$296 ﹤0.01% 1578
2020
Q1 		$23K Buy
520
+20
+4% +$877 ﹤0.01% 1465
2019
Q4 		$23K Hold
500
– – ﹤0.01% 1356
2019
Q3 		$20K Buy
+500
New +$20.1K ﹤0.01% 1225
2018
Q4 		– Sell
-150
Closed -$8K – 918
2018
Q3 		$8K Hold
150
– – ﹤0.01% 622
2018
Q2 		$8K Hold
150
– – ﹤0.01% 651
2018
Q1 		$8K Buy
+150
New +$7.23K ﹤0.01% 501

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

Rockefeller Capital Management's PJT Position: Q1 2026 in Review

Rockefeller Capital Management reduced its PJT Partners (PJT) stake by 12% in Q1 2026, selling an estimated $3.01M and leaving 135,505 shares worth $18.9M. The position accounts for 0.03% of the portfolio, ranked #457.

Rockefeller Capital Management first reported a position in PJT in Q1 2018 and has held it in 30 quarters since. The position peaked at $40.1M in Q3 2024. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Rockefeller Capital Management held 135,505 shares of PJT Partners worth $18.9M as of Q1 2026.
  • Rockefeller Capital Management sold 19,114 PJT Partners shares in Q1 2026, an estimated $3.01M.
  • PJT Partners made up 0.03% of Rockefeller Capital Management's portfolio in Q1 2026, its #457 holding.
  • Rockefeller Capital Management first reported a position in PJT Partners in Q1 2018 and has held it in 30 quarters since.
  • Rockefeller Capital Management's PJT Partners position peaked at $40.1M in Q3 2024.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

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