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Trust Company of Toledo’s PJT Partners PJT Stock Holding History

Trust Company of Toledo’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 		$1.99M Hold
13,203
– – 0.17% 117
2026
Q1 		$1.84M Buy
13,203
+13,200
+440,000% +$2.08M 0.18% 117
2025
Q4 		$502 Hold
3
– – ﹤0.01% 756
2025
Q3 		$533 Hold
3
– – ﹤0.01% 764
2025
Q2 		$495 Buy
+3
New +$436 ﹤0.01% 761

Other funds holding PJT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HA
Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
ISWM
Independent Solutions Wealth Management Williamsville, New York $766M AUM 31.53% 1-Year Est. Return

Trust Company of Toledo's PJT Position: Q2 2026 in Review

Trust Company of Toledo held its PJT Partners (PJT) position steady in Q2 2026 at 13,203 shares worth $1.99M. The position accounts for 0.17% of the portfolio, ranked #117.

Trust Company of Toledo first reported a position in PJT in Q2 2025 and has held it in 5 quarters since. 136 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Trust Company of Toledo held 13,203 shares of PJT Partners worth $1.99M as of Q2 2026.
  • Trust Company of Toledo left its PJT Partners share count unchanged in Q2 2026.
  • PJT Partners made up 0.17% of Trust Company of Toledo's portfolio in Q2 2026, its #117 holding.
  • Trust Company of Toledo first reported a position in PJT Partners in Q2 2025 and has held it in 5 quarters since.
  • 136 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.