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Wealthspire Advisors (New York)’s PJT Partners PJT Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-451
Closed -$80.1K – 2367
2025
Q3 		$80.1K Buy
+451
New +$81.2K ﹤0.01% 1078

Other funds holding PJT

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s PJT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of PJT Partners (PJT) in Q4 2025, closing a stake of 451 shares — an estimated $80.1K sold.

Wealthspire Advisors (New York) first reported a position in PJT in Q3 2025 and held it in 1 quarter. The position peaked at $80.1K in Q3 2025. 410 funds tracked by Wall St. Rank hold PJT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining PJT Partners position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 451 PJT Partners shares in Q4 2025, an estimated $80.1K.
  • Wealthspire Advisors (New York) first reported a position in PJT Partners in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s PJT Partners position peaked at $80.1K in Q3 2025.
  • 410 funds tracked by Wall St. Rank held PJT Partners as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.