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 Q3	$11K	Sell	77 -20	-21%	-$3.33K	﹤0.01%	1480
2026 Q2	$14.6K	Sell	97 -8	-8%	-$1.23K	﹤0.01%	1058
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	$4.12K	Hold	25	–	–	﹤0.01%	930
2025 Q1	$3.37K	Buy	+25	New	+$3.93K	﹤0.01%	850

Other funds holding PJT

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Rossby Financial's PJT Position: Q3 2026 in Review

Rossby Financial reduced its PJT Partners (PJT) stake by 21% in Q3 2026, selling an estimated $3.33K and leaving 77 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Rossby Financial first reported a position in PJT in Q1 2025 and has held it in 7 quarters since. The position peaked at $17.2K in Q4 2025. 271 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

Rossby Financial held 77 shares of PJT Partners worth $11K as of Q3 2026.
Rossby Financial sold 20 PJT Partners shares in Q3 2026, an estimated $3.33K.
PJT Partners made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1480 holding.
Rossby Financial first reported a position in PJT Partners in Q1 2025 and has held it in 7 quarters since.
Rossby Financial's PJT Partners position peaked at $17.2K in Q4 2025.
271 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.