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Twin Peaks Wealth Advisors’s PJT Partners PJT Stock Holding History

Twin Peaks 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
Q1 		$8.38K Buy
+60
New +$9.45K ﹤0.01% 1151
2025
Q3 		– Sell
-83
Closed -$15.2K – 1563
2025
Q2 		$15.2K Buy
+83
New +$12.1K ﹤0.01% 717

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

Twin Peaks Wealth Advisors's PJT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in PJT Partners (PJT) in Q1 2026: 60 shares worth $8.38K. The stake represents ﹤0.01% of the portfolio and ranks #1151 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PJT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PJT in Q2 2025 and has held it in 2 quarters since. The position peaked at $15.2K in Q2 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 60 shares of PJT Partners worth $8.38K as of Q1 2026.
  • PJT Partners was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • PJT Partners made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1151 holding.
  • Twin Peaks Wealth Advisors first reported a position in PJT Partners in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's PJT Partners position peaked at $15.2K in Q2 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.