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TFC Financial Management’s PJT Partners PJT Stock Holding History

TFC Financial 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
Q1 		$140 Hold
1
– – ﹤0.01% 834
2025
Q4 		$168 Hold
1
– – ﹤0.01% 802
2025
Q3 		$178 Hold
1
– – ﹤0.01% 813
2025
Q2 		$166 Hold
1
– – ﹤0.01% 809
2025
Q1 		$138 Hold
1
– – ﹤0.01% 777
2024
Q4 		$158 Hold
1
– – ﹤0.01% 763
2024
Q3 		$134 Hold
1
– – ﹤0.01% 804
2024
Q2 		$108 Buy
+1
New +$100 ﹤0.01% 809

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

TFC Financial Management's PJT Position: Q1 2026 in Review

TFC Financial Management held its PJT Partners (PJT) position steady in Q1 2026 at 1 share worth $140. The position accounts for ﹤0.01% of the portfolio, ranked #834.

TFC Financial Management first reported a position in PJT in Q2 2024 and has held it in 8 quarters since. The position peaked at $178 in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • TFC Financial Management held 1 share of PJT Partners worth $140 as of Q1 2026.
  • TFC Financial Management left its PJT Partners share count unchanged in Q1 2026.
  • PJT Partners made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #834 holding.
  • TFC Financial Management first reported a position in PJT Partners in Q2 2024 and has held it in 8 quarters since.
  • TFC Financial Management's PJT Partners position peaked at $178 in Q3 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.