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Spire Wealth Management’s PJT Partners PJT Stock Holding History

Spire Wealth 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 		$755 Hold
5
– – ﹤0.01% 2173
2026
Q1 		$699 Hold
5
– – ﹤0.01% 2197
2025
Q4 		$836 Sell
5
-47
-90% -$8.04K ﹤0.01% 2216
2025
Q3 		$9.24K Sell
52
-50
-49% -$9K ﹤0.01% 1774
2025
Q2 		$16.8K Hold
102
– – ﹤0.01% 1573
2025
Q1 		$14.1K Hold
102
– – ﹤0.01% 1726
2024
Q4 		$16.1K Buy
+102
New +$15.6K ﹤0.01% 1690
2022
Q2 		– Sell
-56
Closed -$4K – 2797
2022
Q1 		$4K Sell
56
-175
-76% -$11.4K ﹤0.01% 2293
2021
Q4 		$17K Buy
231
+155
+204% +$12.3K ﹤0.01% 2179
2021
Q3 		$6K Sell
76
-7
-8% -$536 ﹤0.01% 2249
2021
Q2 		$6K Sell
83
-256
-76% -$18.3K ﹤0.01% 2286
2021
Q1 		$23K Buy
+339
New +$24.5K ﹤0.01% 2094

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spire Wealth Management's PJT Position: Q2 2026 in Review

Spire Wealth Management held its PJT Partners (PJT) position steady in Q2 2026 at 5 shares worth $755. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Spire Wealth Management first reported a position in PJT in Q1 2021 and has held it in 12 quarters since. The position peaked at $23K in Q1 2021. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Spire Wealth Management held 5 shares of PJT Partners worth $755 as of Q2 2026.
  • Spire Wealth Management left its PJT Partners share count unchanged in Q2 2026.
  • PJT Partners made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2173 holding.
  • Spire Wealth Management first reported a position in PJT Partners in Q1 2021 and has held it in 12 quarters since.
  • Spire Wealth Management's PJT Partners position peaked at $23K in Q1 2021.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.