UB
PJT icon

UMB Bank’s PJT Partners PJT Stock Holding History

UMB Bank’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 		$14.9K Sell
107
-29
-21% -$4.57K ﹤0.01% 1696
2025
Q4 		$22.7K Sell
136
-13
-9% -$2.22K ﹤0.01% 1513
2025
Q3 		$26.5K Buy
149
+18
+14% +$3.24K ﹤0.01% 1355
2025
Q2 		$21.6K Buy
131
+35
+36% +$5.09K ﹤0.01% 1351
2025
Q1 		$13.2K Buy
96
+28
+41% +$4.41K ﹤0.01% 1452
2024
Q4 		$10.7K Hold
68
– – ﹤0.01% 1447
2024
Q3 		$9.07K Buy
68
+42
+162% +$5.13K ﹤0.01% 1524
2024
Q2 		$2.81K Buy
26
+14
+117% +$1.41K ﹤0.01% 1649
2024
Q1 		$1.13K Buy
+12
New +$1.18K ﹤0.01% 1727

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