Strategic Advocates’s PJT Partners PJT Stock Holding History

Strategic Advocates’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	–	Sell	-2	Closed	-$339	–	513
2025 Q4	$339	Hold	2	–	–	﹤0.01%	566
2025 Q3	$355	Buy	+2	New	+$360	﹤0.01%	540

Other funds holding PJT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Strategic Advocates's PJT Position: Q1 2026 in Review

Strategic Advocates sold out of PJT Partners (PJT) in Q1 2026, closing a stake of 2 shares — an estimated $339 sold.

Strategic Advocates first reported a position in PJT in Q3 2025 and held it in 2 quarters. The position peaked at $355 in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

Strategic Advocates reported no remaining PJT Partners position as of Q1 2026 after selling out during the quarter.
Strategic Advocates sold 2 PJT Partners shares in Q1 2026, an estimated $339.
Strategic Advocates first reported a position in PJT Partners in Q3 2025 and held it in 2 quarters.
Strategic Advocates's PJT Partners position peaked at $355 in Q3 2025.
399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.