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VisionPoint Advisory Group’s PJT Partners PJT Stock Holding History

VisionPoint Advisory Group’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 		$220K Buy
+1,460
New +$225K 0.04% 444

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

VisionPoint Advisory Group's PJT Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in PJT Partners (PJT) in Q2 2026: 1,460 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #444 among its holdings.

415 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • VisionPoint Advisory Group held 1,460 shares of PJT Partners worth $220K as of Q2 2026.
  • PJT Partners was a new VisionPoint Advisory Group position in Q2 2026.
  • PJT Partners made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #444 holding.
  • 415 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.