SBK Financial’s PJT Partners PJT Stock Holding History

SBK 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 Q2	–	Sell	-21	Closed	-$2.94K	–	376
2026 Q1	$2.94K	Buy	+21	New	+$3.31K	﹤0.01%	282

Other funds holding PJT

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

SBK Financial's PJT Position: Q2 2026 in Review

SBK Financial sold out of PJT Partners (PJT) in Q2 2026, closing a stake of 21 shares — an estimated $2.94K sold.

SBK Financial first reported a position in PJT in Q1 2026 and held it in 1 quarter. The position peaked at $2.94K in Q1 2026. 420 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

SBK Financial reported no remaining PJT Partners position as of Q2 2026 after selling out during the quarter.
SBK Financial sold 21 PJT Partners shares in Q2 2026, an estimated $2.94K.
SBK Financial first reported a position in PJT Partners in Q1 2026 and held it in 1 quarter.
SBK Financial's PJT Partners position peaked at $2.94K in Q1 2026.
420 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on SBK Financial's 13F filing for Q2 2026, filed 2 Nov 2026.