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Rossby Financial’s PJT Partners PJT Stock Holding History

Rossby Financial’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 		$14.8K Buy
105
+2
+2% +$315 ﹤0.01% 1119
2025
Q4 		$17.2K Buy
103
+44
+75% +$7.53K 0.01% 767
2025
Q3 		$10.2K Buy
59
+34
+136% +$6.12K ﹤0.01% 849
2025
Q2 		$4.13K Hold
25
– – ﹤0.01% 930
2025
Q1 		$3.37K Buy
+25
New +$3.93K ﹤0.01% 850

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

Rossby Financial's PJT Position: Q1 2026 in Review

Rossby Financial increased its PJT Partners (PJT) stake by 1.9% in Q1 2026, buying an estimated $315 and bringing the position to 105 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Rossby Financial first reported a position in PJT in Q1 2025 and has held it in 5 quarters since. The position peaked at $17.2K in Q4 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Rossby Financial held 105 shares of PJT Partners worth $14.8K as of Q1 2026.
  • Rossby Financial bought 2 PJT Partners shares in Q1 2026, an estimated $315.
  • PJT Partners made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1119 holding.
  • Rossby Financial first reported a position in PJT Partners in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's PJT Partners position peaked at $17.2K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.