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Scott Marsh Financial’s PJT Partners PJT Stock Holding History

Scott Marsh 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
2025
Q2 		$762K Buy
+4,617
New +$671K 0.28% 113

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Scott Marsh Financial's PJT Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in PJT Partners (PJT) in Q2 2025: 4,617 shares worth $762K. The stake represents 0.28% of the portfolio and ranks #113 among its holdings.

378 funds tracked by Wall St. Rank hold PJT as of Q2 2025.

  • Scott Marsh Financial held 4,617 shares of PJT Partners worth $762K as of Q2 2025.
  • PJT Partners was a new Scott Marsh Financial position in Q2 2025.
  • PJT Partners made up 0.28% of Scott Marsh Financial's portfolio in Q2 2025, its #113 holding.
  • 378 funds tracked by Wall St. Rank held PJT Partners as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.