TPWA
PJT icon

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
Q2 		– Sell
-60
Closed -$8.38K – 1645
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 $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 $3.37T AUM 44.26% 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 $16.3B AUM 42.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Twin Peaks Wealth Advisors's PJT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of PJT Partners (PJT) in Q2 2026, closing a stake of 60 shares — an estimated $8.38K sold.

Twin Peaks Wealth Advisors first reported a position in PJT in Q2 2025 and held it in 2 quarters. The position peaked at $15.2K in Q2 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining PJT Partners position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 60 PJT Partners shares in Q2 2026, an estimated $8.38K.
  • Twin Peaks Wealth Advisors first reported a position in PJT Partners in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's PJT Partners position peaked at $15.2K in Q2 2025.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.