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PJT icon

Sunbelt Securities’s PJT Partners PJT Stock Holding History

Sunbelt Securities’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 		$11.5K Hold
82
– – ﹤0.01% 1464
2025
Q4 		$13.7K Hold
82
– – ﹤0.01% 1359
2025
Q3 		$14.6K Buy
82
+75
+1,071% +$13.5K ﹤0.01% 1348
2025
Q2 		$1.1K Sell
7
-75
-91% -$10.9K ﹤0.01% 1655
2025
Q1 		$11.3K Buy
82
+75
+1,071% +$11.8K ﹤0.01% 1244
2024
Q4 		$1.1K Sell
7
-1
-13% -$153 ﹤0.01% 1660
2024
Q3 		$1.07K Buy
8
+1
+14% +$122 ﹤0.01% 1677
2024
Q2 		$755 Hold
7
– – ﹤0.01% 1634
2024
Q1 		$660 Hold
7
– – ﹤0.01% 1611
2023
Q4 		$713 Hold
7
– – ﹤0.01% 1571
2023
Q3 		$556 Hold
7
– – ﹤0.01% 1643
2023
Q2 		$487 Hold
7
– – ﹤0.01% 1585
2023
Q1 		$500 Buy
+7
New +$537 ﹤0.01% 1549

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