TFA
PJT icon

Transamerica Financial Advisors’s PJT Partners PJT Stock Holding History

Transamerica Financial Advisors’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 		$2.42K Hold
16
– – ﹤0.01% 1272
2026
Q1 		$2.23K Hold
16
– – ﹤0.01% 1184
2025
Q4 		$2.67K Hold
16
– – ﹤0.01% 1080
2025
Q3 		$2.84K Buy
+16
New +$2.88K ﹤0.01% 979

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Transamerica Financial Advisors's PJT Position: Q2 2026 in Review

Transamerica Financial Advisors held its PJT Partners (PJT) position steady in Q2 2026 at 16 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Transamerica Financial Advisors first reported a position in PJT in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.84K in Q3 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Transamerica Financial Advisors held 16 shares of PJT Partners worth $2.42K as of Q2 2026.
  • Transamerica Financial Advisors left its PJT Partners share count unchanged in Q2 2026.
  • PJT Partners made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1272 holding.
  • Transamerica Financial Advisors first reported a position in PJT Partners in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's PJT Partners position peaked at $2.84K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.