Steward Partners Investment Advisory’s PJT Partners PJT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$13.6K Sell
97
-8
-8% -$1.26K ﹤0.01% 3419
2025
Q4
$17.6K Sell
105
-35
-25% -$5.99K ﹤0.01% 3191
2025
Q3
$24.9K Hold
140
﹤0.01% 2987
2025
Q2
$23.1K Sell
140
-7
-5% -$1.02K ﹤0.01% 2858
2025
Q1
$20.3K Sell
147
-15
-9% -$2.36K ﹤0.01% 2804
2024
Q4
$25.6K Hold
162
﹤0.01% 2667
2024
Q3
$21.6K Buy
162
+8
+5% +$978 ﹤0.01% 2632
2024
Q2
$16.6K Buy
154
+103
+202% +$10.3K ﹤0.01% 2601
2024
Q1
$4.81K Hold
51
﹤0.01% 3058
2023
Q4
$5.2K Hold
51
﹤0.01% 2946
2023
Q3
$4.05K Hold
51
﹤0.01% 2894
2023
Q2
$3.55K Sell
51
-30
-37% -$2.07K ﹤0.01% 2899
2023
Q1
$5.85K Hold
81
﹤0.01% 2731
2022
Q4
$5.97K Sell
81
-2
-2% -$150 ﹤0.01% 2707
2022
Q3
$6K Buy
83
+2
+2% +$140 ﹤0.01% 2715
2022
Q2
$6K Sell
81
-7
-8% -$487 ﹤0.01% 2707
2022
Q1
$6K Sell
88
-98
-53% -$6.37K ﹤0.01% 2840
2021
Q4
$14K Hold
186
﹤0.01% 2477
2021
Q3
$15K Hold
186
﹤0.01% 2455
2021
Q2
$13K Sell
186
-472
-72% -$33.7K ﹤0.01% 5659
2021
Q1
$44.5K Buy
658
+437
+198% +$31.6K ﹤0.01% 2047
2020
Q4
$17K Sell
221
-15
-6% -$1.06K ﹤0.01% 2115
2020
Q3
$14K Sell
236
-2
-0.8% -$112 ﹤0.01% 2018
2020
Q2
$12K Sell
238
-3
-1% -$148 ﹤0.01% 1969
2020
Q1
$10K Sell
241
-2
-0.8% -$88 ﹤0.01% 1865
2019
Q4
$10K Buy
243
+19
+8% +$797 ﹤0.01% 2023
2019
Q3
$9K Hold
224
﹤0.01% 2051
2019
Q2
$9K Buy
+224
New +$9.13K ﹤0.01% 2034
2018
Q4
Sell
-292
Closed -$15K 1758
2018
Q3
$15K Sell
292
-1
-0.3% -$56 ﹤0.01% 1703
2018
Q2
$16K Sell
293
-59
-17% -$3.23K ﹤0.01% 1552
2018
Q1
$17K Sell
352
-28
-7% -$1.35K ﹤0.01% 1402
2017
Q4
$17K Buy
380
+224
+144% +$9.11K ﹤0.01% 1186
2017
Q3
$5K Buy
156
+54
+53% +$2.14K ﹤0.01% 1301
2017
Q2
$4K Sell
102
-2
-2% -$75 ﹤0.01% 1285
2017
Q1
$3K Buy
104
+100
+2,500% +$3.46K ﹤0.01% 1249
2016
Q4
$0 Buy
+4
New +$115 ﹤0.01% 886

Other funds holding PJT

Steward Partners Investment Advisory's PJT Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its PJT Partners (PJT) stake by 7.6% in Q1 2026, selling an estimated $1.26K and leaving 97 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3419.

Steward Partners Investment Advisory first reported a position in PJT in Q4 2016 and has held it in 36 quarters since. The position peaked at $44.5K in Q1 2021. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Steward Partners Investment Advisory held 97 shares of PJT Partners worth $13.6K as of Q1 2026.
  • Steward Partners Investment Advisory sold 8 PJT Partners shares in Q1 2026, an estimated $1.26K.
  • PJT Partners made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3419 holding.
  • Steward Partners Investment Advisory first reported a position in PJT Partners in Q4 2016 and has held it in 36 quarters since.
  • Steward Partners Investment Advisory's PJT Partners position peaked at $44.5K in Q1 2021.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.