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
Q2 		$2.55M Buy
16,922
+1,332
+9% +$205K ﹤0.01% 1906
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 $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

Stifel Financial's PJT Position: Q2 2026 in Review

Stifel Financial increased its PJT Partners (PJT) stake by 8.5% in Q2 2026, buying an estimated $205K and bringing the position to 16,922 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Stifel Financial first reported a position in PJT in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.27M in Q3 2025. 416 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Stifel Financial held 16,922 shares of PJT Partners worth $2.55M as of Q2 2026.
  • Stifel Financial bought 1,332 PJT Partners shares in Q2 2026, an estimated $205K.
  • PJT Partners made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1906 holding.
  • Stifel Financial first reported a position in PJT Partners in Q3 2023 and has held it in 12 quarters since.
  • Stifel Financial's PJT Partners position peaked at $8.27M in Q3 2025.
  • 416 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.