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 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 $3.37T AUM 44.26% 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 $16.3B AUM 42.69% 1-Year Est. Return

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

Sunbelt Securities's PJT Position: Q1 2026 in Review

Sunbelt Securities held its PJT Partners (PJT) position steady in Q1 2026 at 82 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Sunbelt Securities first reported a position in PJT in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.6K in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

Sunbelt Securities held 82 shares of PJT Partners worth $11.5K as of Q1 2026.
Sunbelt Securities left its PJT Partners share count unchanged in Q1 2026.
PJT Partners made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1464 holding.
Sunbelt Securities first reported a position in PJT Partners in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's PJT Partners position peaked at $14.6K in Q3 2025.
399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.