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Sound Income Strategies’s PJT Partners PJT Stock Holding History

Sound Income Strategies’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
-45
Closed -$8.48K – 2686
2025
Q4 		$8.48K Buy
+45
New +$7.7K ﹤0.01% 1566
2024
Q4 		– Sell
-3
Closed -$400 – 1526
2024
Q3 		$400 Hold
3
– – ﹤0.01% 1325
2024
Q2 		$324 Hold
3
– – ﹤0.01% 1303
2024
Q1 		$283 Hold
3
– – ﹤0.01% 1275
2023
Q4 		$306 Hold
3
– – ﹤0.01% 1254
2023
Q3 		$238 Sell
3
-2
-40% -$155 ﹤0.01% 1103
2023
Q2 		$348 Buy
5
+2
+67% +$138 ﹤0.01% 1056
2023
Q1 		$217 Hold
3
– – ﹤0.01% 1030
2022
Q4 		$221 Hold
3
– – ﹤0.01% 955
2022
Q3 		$0 Hold
3
– – ﹤0.01% 951
2022
Q2 		$0 Hold
3
– – ﹤0.01% 934
2022
Q1 		$0 Hold
3
– – ﹤0.01% 917
2021
Q4 		$0 Hold
3
– – ﹤0.01% 877
2021
Q3 		$0 Hold
3
– – ﹤0.01% 888
2021
Q2 		$0 Hold
3
– – ﹤0.01% 996
2021
Q1 		$203 Hold
3
– – ﹤0.01% 924
2020
Q4 		$0 Hold
3
– – ﹤0.01% 935
2020
Q3 		$0 Hold
3
– – ﹤0.01% 911
2020
Q2 		$0 Hold
3
– – ﹤0.01% 848
2020
Q1 		$0 Buy
+3
New +$131 ﹤0.01% 844
2019
Q1 		– Sell
-1
Closed – – 759
2018
Q4 		$0 Buy
+1
New +$45 ﹤0.01% 762

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sound Income Strategies's PJT Position: Q1 2026 in Review

Sound Income Strategies sold out of PJT Partners (PJT) in Q1 2026, closing a stake of 45 shares — an estimated $8.48K sold.

Sound Income Strategies first reported a position in PJT in Q4 2018 and held it in 21 quarters. The position peaked at $8.48K in Q4 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Sound Income Strategies reported no remaining PJT Partners position as of Q1 2026 after selling out during the quarter.
  • Sound Income Strategies sold 45 PJT Partners shares in Q1 2026, an estimated $8.48K.
  • Sound Income Strategies first reported a position in PJT Partners in Q4 2018 and held it in 21 quarters.
  • Sound Income Strategies's PJT Partners position peaked at $8.48K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.