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Rothschild Investment LLC’s PJT Partners PJT Stock Holding History

Rothschild Investment LLC’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 		$9.06K Sell
60
-1
-2% -$154 ﹤0.01% 1937
2026
Q1 		$8.52K Buy
61
+7
+13% +$1.1K ﹤0.01% 1763
2025
Q4 		$9.03K Hold
54
– – ﹤0.01% 1608
2025
Q3 		$9.6K Sell
54
-10
-16% -$1.8K ﹤0.01% 1461
2025
Q2 		$10.6K Buy
64
+16
+33% +$2.33K ﹤0.01% 1205
2025
Q1 		$6.62K Buy
48
+13
+37% +$2.04K ﹤0.01% 1309
2024
Q4 		$5.52K Buy
35
+3
+9% +$458 ﹤0.01% 1311
2024
Q3 		$4.27K Buy
32
+17
+113% +$2.08K ﹤0.01% 1361
2024
Q2 		$1.62K Buy
15
+10
+200% +$1K ﹤0.01% 1467
2024
Q1 		$471 Buy
+5
New +$491 ﹤0.01% 1384

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rothschild Investment LLC's PJT Position: Q2 2026 in Review

Rothschild Investment LLC reduced its PJT Partners (PJT) stake by 1.6% in Q2 2026, selling an estimated $154 and leaving 60 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Rothschild Investment LLC first reported a position in PJT in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.6K in Q2 2025. 380 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Rothschild Investment LLC held 60 shares of PJT Partners worth $9.06K as of Q2 2026.
  • Rothschild Investment LLC sold 1 PJT Partners share in Q2 2026, an estimated $154.
  • PJT Partners made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1937 holding.
  • Rothschild Investment LLC first reported a position in PJT Partners in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's PJT Partners position peaked at $10.6K in Q2 2025.
  • 380 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.