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Synergy Investment Management’s PJT Partners PJT Stock Holding History

Synergy Investment Management’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 		$302 Hold
2
– – ﹤0.01% 1057
2026
Q1 		$279 Buy
+2
New +$315 ﹤0.01% 864

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

Synergy Investment Management's PJT Position: Q2 2026 in Review

Synergy Investment Management held its PJT Partners (PJT) position steady in Q2 2026 at 2 shares worth $302. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Synergy Investment Management first reported a position in PJT in Q1 2026 and has held it in 2 quarters since. 415 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Synergy Investment Management held 2 shares of PJT Partners worth $302 as of Q2 2026.
  • Synergy Investment Management left its PJT Partners share count unchanged in Q2 2026.
  • PJT Partners made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #1057 holding.
  • Synergy Investment Management first reported a position in PJT Partners in Q1 2026 and has held it in 2 quarters since.
  • 415 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.