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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
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

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

Root Financial Partners's PJT Position: Q2 2026 in Review

Root Financial Partners sold out of PJT Partners (PJT) in Q2 2026, closing a stake of 44 shares — an estimated $6.15K sold.

Root Financial Partners first reported a position in PJT in Q3 2025 and held it in 3 quarters. The position peaked at $9.36K in Q4 2025. 416 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Root Financial Partners reported no remaining PJT Partners position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 44 PJT Partners shares in Q2 2026, an estimated $6.15K.
  • Root Financial Partners first reported a position in PJT Partners in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's PJT Partners position peaked at $9.36K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.