von Borstel & Associates’s PJT Partners PJT Stock Holding History

von Borstel & Associates’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
2025 Q2	–	Sell	-96	Closed	-$13K	–	108
2025 Q1	$13K	Buy	+96	New	+$15.1K	﹤0.01%	141

Other funds holding PJT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

von Borstel & Associates's PJT Position: Q2 2025 in Review

von Borstel & Associates sold out of PJT Partners (PJT) in Q2 2025, closing a stake of 96 shares — an estimated $13K sold.

von Borstel & Associates first reported a position in PJT in Q1 2025 and held it in 1 quarter. The position peaked at $13K in Q1 2025. 378 funds tracked by Wall St. Rank hold PJT as of Q2 2025.

von Borstel & Associates reported no remaining PJT Partners position as of Q2 2025 after selling out during the quarter.
von Borstel & Associates sold 96 PJT Partners shares in Q2 2025, an estimated $13K.
von Borstel & Associates first reported a position in PJT Partners in Q1 2025 and held it in 1 quarter.
von Borstel & Associates's PJT Partners position peaked at $13K in Q1 2025.
378 funds tracked by Wall St. Rank held PJT Partners as of Q2 2025.

Based on von Borstel & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.