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 Q3	–	Sell	-5	Closed	-$755	–	2281
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 $13.5B AUM 16.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Spire Wealth Management's PJT Position: Q3 2026 in Review

Spire Wealth Management sold out of PJT Partners (PJT) in Q3 2026, closing a stake of 5 shares — an estimated $755 sold.

Spire Wealth Management first reported a position in PJT in Q1 2021 and held it in 12 quarters. The position peaked at $23K in Q1 2021. 232 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

Spire Wealth Management reported no remaining PJT Partners position as of Q3 2026 after selling out during the quarter.
Spire Wealth Management sold 5 PJT Partners shares in Q3 2026, an estimated $755.
Spire Wealth Management first reported a position in PJT Partners in Q1 2021 and held it in 12 quarters.
Spire Wealth Management's PJT Partners position peaked at $23K in Q1 2021.
232 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.