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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return