Wealth Enhancement Advisory Services’s PJT Partners PJT Stock Holding History

Wealth Enhancement Advisory Services’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	$253K	Buy	+1,611	New	+$248K	﹤0.01%	3368
2026 Q1	–	Sell	-2,076	Closed	-$377K	–	3806
2025 Q4	$377K	Buy	2,076 +148	+8%	+$25.3K	﹤0.01%	2712
2025 Q3	$340K	Buy	1,928 +161	+9%	+$29K	﹤0.01%	2670
2025 Q2	$298K	Buy	+1,767	New	+$257K	﹤0.01%	2654
2025 Q1	–	Sell	-1,276	Closed	-$201K	–	3115
2024 Q4	$201K	Buy	+1,276	New	+$195K	﹤0.01%	2690

Other funds holding PJT

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CAM

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's PJT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in PJT Partners (PJT) in Q2 2026: 1,611 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #3368 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in PJT as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in PJT in Q4 2024 and has held it in 5 quarters since. The position peaked at $377K in Q4 2025. 42 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Wealth Enhancement Advisory Services held 1,611 shares of PJT Partners worth $253K as of Q2 2026.
PJT Partners was a new Wealth Enhancement Advisory Services position in Q2 2026.
PJT Partners made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3368 holding.
Wealth Enhancement Advisory Services first reported a position in PJT Partners in Q4 2024 and has held it in 5 quarters since.
Wealth Enhancement Advisory Services's PJT Partners position peaked at $377K in Q4 2025.
42 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.