SageView Advisory Group’s PJT Partners PJT Stock Holding History

SageView Advisory Group’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	–	Sell	-11	Closed	-$1.84K	–	1917
2025 Q4	$1.84K	Buy	+11	New	+$1.88K	﹤0.01%	2257

Other funds holding PJT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SageView Advisory Group's PJT Position: Q1 2026 in Review

SageView Advisory Group sold out of PJT Partners (PJT) in Q1 2026, closing a stake of 11 shares — an estimated $1.84K sold.

SageView Advisory Group first reported a position in PJT in Q4 2025 and held it in 1 quarter. The position peaked at $1.84K in Q4 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

SageView Advisory Group reported no remaining PJT Partners position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 11 PJT Partners shares in Q1 2026, an estimated $1.84K.
SageView Advisory Group first reported a position in PJT Partners in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's PJT Partners position peaked at $1.84K in Q4 2025.
399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.