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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
Q3 		– Sell
-1,460
Closed -$220K – 495
2026
Q2 		$220K Buy
+1,460
New +$225K 0.04% 444

Other funds holding PJT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

VisionPoint Advisory Group's PJT Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of PJT Partners (PJT) in Q3 2026, closing a stake of 1,460 shares — an estimated $220K sold.

VisionPoint Advisory Group first reported a position in PJT in Q2 2026 and held it in 1 quarter. The position peaked at $220K in Q2 2026. 11 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

  • VisionPoint Advisory Group reported no remaining PJT Partners position as of Q3 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 1,460 PJT Partners shares in Q3 2026, an estimated $220K.
  • VisionPoint Advisory Group first reported a position in PJT Partners in Q2 2026 and held it in 1 quarter.
  • VisionPoint Advisory Group's PJT Partners position peaked at $220K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.