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Smallwood Wealth Investment Management’s PJT Partners PJT Stock Holding History

Smallwood Wealth Investment Management’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 		$905 Hold
6
– – ﹤0.01% 441
2026
Q1 		$838 Hold
6
– – ﹤0.01% 443
2025
Q4 		$1K Hold
6
– – ﹤0.01% 431
2025
Q3 		$1.07K Hold
6
– – ﹤0.01% 431
2025
Q2 		$990 Hold
6
– – ﹤0.01% 456
2025
Q1 		$827 Buy
+6
New +$944 ﹤0.01% 426

Other funds holding PJT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HA
Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
ISWM
Independent Solutions Wealth Management Williamsville, New York $766M AUM 31.53% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Smallwood Wealth Investment Management's PJT Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its PJT Partners (PJT) position steady in Q2 2026 at 6 shares worth $905. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Smallwood Wealth Investment Management first reported a position in PJT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.07K in Q3 2025. 134 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Smallwood Wealth Investment Management held 6 shares of PJT Partners worth $905 as of Q2 2026.
  • Smallwood Wealth Investment Management left its PJT Partners share count unchanged in Q2 2026.
  • PJT Partners made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #441 holding.
  • Smallwood Wealth Investment Management first reported a position in PJT Partners in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's PJT Partners position peaked at $1.07K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.