Stifel Financial
PJT icon

Stifel Financial’s PJT Partners PJT Stock Holding History

Stifel Financial’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 		$2.18M Buy
15,590
+1,035
+7% +$163K ﹤0.01% 1902
2025
Q4 		$2.43M Sell
14,555
-31,955
-69% -$5.47M ﹤0.01% 1792
2025
Q3 		$8.27M Buy
46,510
+34,662
+293% +$6.24M 0.01% 1028
2025
Q2 		$1.96M Buy
11,848
+36
+0.3% +$5.23K ﹤0.01% 1861
2025
Q1 		$1.63M Buy
11,812
+937
+9% +$147K ﹤0.01% 1901
2024
Q4 		$1.72M Buy
10,875
+3,626
+50% +$553K ﹤0.01% 1885
2024
Q3 		$967K Buy
7,249
+1,387
+24% +$169K ﹤0.01% 2250
2024
Q2 		$633K Buy
5,862
+2,814
+92% +$283K ﹤0.01% 2464
2024
Q1 		$287K Sell
3,048
-2
-0.1% -$197 ﹤0.01% 2941
2023
Q4 		$311K Sell
3,050
-114
-4% -$9.8K ﹤0.01% 2826
2023
Q3 		$251K Buy
+3,164
New +$245K ﹤0.01% 2880

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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

Stifel Financial's PJT Position: Q1 2026 in Review

Stifel Financial increased its PJT Partners (PJT) stake by 7.1% in Q1 2026, buying an estimated $163K and bringing the position to 15,590 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Stifel Financial first reported a position in PJT in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.27M in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Stifel Financial held 15,590 shares of PJT Partners worth $2.18M as of Q1 2026.
  • Stifel Financial bought 1,035 PJT Partners shares in Q1 2026, an estimated $163K.
  • PJT Partners made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1902 holding.
  • Stifel Financial first reported a position in PJT Partners in Q3 2023 and has held it in 11 quarters since.
  • Stifel Financial's PJT Partners position peaked at $8.27M in Q3 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.