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Turtle Creek Wealth Advisors’s PJT Partners PJT Stock Holding History

Turtle Creek Wealth 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 		$243K Buy
1,611
+130
+9% +$20K 0.01% 416
2026
Q1 		$207K Sell
1,481
-146
-9% -$23K 0.02% 395
2025
Q4 		$272K Buy
+1,627
New +$278K 0.02% 320

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Turtle Creek Wealth Advisors's PJT Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its PJT Partners (PJT) stake by 8.8% in Q2 2026, buying an estimated $20K and bringing the position to 1,611 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #416.

Turtle Creek Wealth Advisors first reported a position in PJT in Q4 2025 and has held it in 3 quarters since. The position peaked at $272K in Q4 2025. 147 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Turtle Creek Wealth Advisors held 1,611 shares of PJT Partners worth $243K as of Q2 2026.
  • Turtle Creek Wealth Advisors bought 130 PJT Partners shares in Q2 2026, an estimated $20K.
  • PJT Partners made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #416 holding.
  • Turtle Creek Wealth Advisors first reported a position in PJT Partners in Q4 2025 and has held it in 3 quarters since.
  • Turtle Creek Wealth Advisors's PJT Partners position peaked at $272K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.