Swan Capital’s PJT Partners PJT Stock Holding History

Swan Capital’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
2025 Q3	–	Sell	-8	Closed	-$1.32K	–	536
2025 Q2	$1.32K	Buy	+8	New	+$1.16K	﹤0.01%	356

Other funds holding PJT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Swan Capital's PJT Position: Q3 2025 in Review

Swan Capital sold out of PJT Partners (PJT) in Q3 2025, closing a stake of 8 shares — an estimated $1.32K sold.

Swan Capital first reported a position in PJT in Q2 2025 and held it in 1 quarter. The position peaked at $1.32K in Q2 2025. 394 funds tracked by Wall St. Rank hold PJT as of Q3 2025.

Swan Capital reported no remaining PJT Partners position as of Q3 2025 after selling out during the quarter.
Swan Capital sold 8 PJT Partners shares in Q3 2025, an estimated $1.32K.
Swan Capital first reported a position in PJT Partners in Q2 2025 and held it in 1 quarter.
Swan Capital's PJT Partners position peaked at $1.32K in Q2 2025.
394 funds tracked by Wall St. Rank held PJT Partners as of Q3 2025.

Based on Swan Capital's 13F filing for Q3 2025, filed 14 Nov 2025.