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Sierra Summit Advisors’s PJT Partners PJT Stock Holding History

Sierra Summit Advisors’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
Q3 		– Sell
-4,567
Closed -$754K – 202
2025
Q2 		$754K Buy
4,567
+372
+9% +$54.1K 0.13% 109
2025
Q1 		$578K Buy
+4,195
New +$660K 0.13% 134

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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sierra Summit Advisors's PJT Position: Q3 2025 in Review

Sierra Summit Advisors sold out of PJT Partners (PJT) in Q3 2025, closing a stake of 4,567 shares — an estimated $754K sold.

Sierra Summit Advisors first reported a position in PJT in Q1 2025 and held it in 2 quarters. The position peaked at $754K in Q2 2025. 394 funds tracked by Wall St. Rank hold PJT as of Q3 2025.

  • Sierra Summit Advisors reported no remaining PJT Partners position as of Q3 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 4,567 PJT Partners shares in Q3 2025, an estimated $754K.
  • Sierra Summit Advisors first reported a position in PJT Partners in Q1 2025 and held it in 2 quarters.
  • Sierra Summit Advisors's PJT Partners position peaked at $754K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held PJT Partners as of Q3 2025.

Based on Sierra Summit Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.