Westside Investment Management’s PJT Partners PJT Stock Holding History

Westside Investment Management’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	$1.06K	Buy	+7	New	+$1.08K	﹤0.01%	1384
2025 Q2	–	Sell	-8	Closed	-$1.1K	–	1308
2025 Q1	$1.1K	Hold	8	–	–	﹤0.01%	927
2024 Q4	$1.26K	Hold	8	–	–	﹤0.01%	931
2024 Q3	$1.07K	Sell	8 -2	-20%	-$244	﹤0.01%	948
2024 Q2	$1.08K	Sell	10 -5	-33%	-$502	﹤0.01%	943
2024 Q1	$1.41K	Buy	15 +5	+50%	+$491	﹤0.01%	846
2023 Q4	$1.02K	Hold	10	–	–	﹤0.01%	828
2023 Q3	$795	Hold	10	–	–	﹤0.01%	801
2023 Q2	$696	Hold	10	–	–	﹤0.01%	814
2023 Q1	$722	Hold	10	–	–	﹤0.01%	802
2022 Q4	$0	Sell	10 -225	-96%	-$16.9K	﹤0.01%	839
2022 Q3	$15	Hold	235	–	–	﹤0.01%	542
2022 Q2	$16	Hold	235	–	–	﹤0.01%	539
2022 Q1	$14	Sell	235 -5	-2%	-$325	﹤0.01%	568
2021 Q4	$17	Hold	240	–	–	﹤0.01%	527
2021 Q3	$18	Hold	240	–	–	﹤0.01%	503
2021 Q2	$17	Hold	240	–	–	﹤0.01%	506
2021 Q1	$16	Hold	240	–	–	﹤0.01%	495
2020 Q4	$18	Sell	240 -7	-3%	-$493	﹤0.01%	442
2020 Q3	$14	Hold	247	–	–	﹤0.01%	465
2020 Q2	$12	Hold	247	–	–	﹤0.01%	464
2020 Q1	$10	Buy	+247	New	+$10.8K	﹤0.01%	470
2019 Q2	$10K	Buy	+247	New	+$10.1K	﹤0.01%	469
2018 Q4	$10K	Hold	258	–	–	﹤0.01%	471
2018 Q3	$13.3K	Hold	258	–	–	﹤0.01%	437
2018 Q2	$14.1K	Sell	258 -15	-5%	-$821	0.01%	482
2018 Q1	$13.5K	Hold	273	–	–	0.01%	472
2017 Q4	$13.1K	Hold	273	–	–	0.01%	506
2017 Q3	$10K	Hold	273	–	–	0.01%	541
2017 Q2	$11.2K	Buy	273 +5	+2%	+$187	0.01%	508
2017 Q1	$8.83K	Buy	268 +243	+972%	+$8.41K	﹤0.01%	536
2016 Q4	$778	Buy	+25	New	+$719	﹤0.01%	617

Other funds holding PJT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Westside Investment Management's PJT Position: Q2 2026 in Review

Westside Investment Management opened a new position in PJT Partners (PJT) in Q2 2026: 7 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #1384 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in PJT as recently as Q1 2025.

Westside Investment Management first reported a position in PJT in Q4 2016 and has held it in 32 quarters since. The position peaked at $14.1K in Q2 2018. 416 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Westside Investment Management held 7 shares of PJT Partners worth $1.06K as of Q2 2026.
PJT Partners was a new Westside Investment Management position in Q2 2026.
PJT Partners made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1384 holding.
Westside Investment Management first reported a position in PJT Partners in Q4 2016 and has held it in 32 quarters since.
Westside Investment Management's PJT Partners position peaked at $14.1K in Q2 2018.
416 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.