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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
Q2 		$28.1K Buy
186
+79
+74% +$12.2K ﹤0.01% 1543
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 $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

UMB Bank's PJT Position: Q2 2026 in Review

UMB Bank increased its PJT Partners (PJT) stake by 74% in Q2 2026, buying an estimated $12.2K and bringing the position to 186 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

UMB Bank first reported a position in PJT in Q1 2024 and has held it in 10 quarters since. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • UMB Bank held 186 shares of PJT Partners worth $28.1K as of Q2 2026.
  • UMB Bank bought 79 PJT Partners shares in Q2 2026, an estimated $12.2K.
  • PJT Partners made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1543 holding.
  • UMB Bank first reported a position in PJT Partners in Q1 2024 and has held it in 10 quarters since.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.