Root Financial Partners
PJT icon

Root Financial Partners’s PJT Partners PJT Stock Holding History

Root Financial Partners’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
Q3 		$10.4K Buy
+73
New +$12.2K ﹤0.01% 1894
2026
Q2 		– Sell
-44
Closed -$6.15K – 2412
2026
Q1 		$6.15K Sell
44
-12
-21% -$1.89K ﹤0.01% 1872
2025
Q4 		$9.36K Buy
56
+6
+12% +$1.03K ﹤0.01% 1521
2025
Q3 		$8.89K Buy
+50
New +$9K ﹤0.01% 1497

Other funds holding PJT

Wasatch Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Root Financial Partners's PJT Position: Q3 2026 in Review

Root Financial Partners opened a new position in PJT Partners (PJT) in Q3 2026: 73 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #1894 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PJT as recently as Q1 2026.

Root Financial Partners first reported a position in PJT in Q3 2025 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

  • Root Financial Partners held 73 shares of PJT Partners worth $10.4K as of Q3 2026.
  • PJT Partners was a new Root Financial Partners position in Q3 2026.
  • PJT Partners made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1894 holding.
  • Root Financial Partners first reported a position in PJT Partners in Q3 2025 and has held it in 4 quarters since.
  • 210 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.