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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s PJT Partners PJT Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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
-169
Closed -$25.5K – 2298
2026
Q2 		$25.5K Sell
169
-15
-8% -$2.31K ﹤0.01% 1181
2026
Q1 		$25.7K Hold
184
– – ﹤0.01% 1214
2025
Q4 		$30.7K Buy
184
+1
+0.5% +$171 ﹤0.01% 1177
2025
Q3 		$32.6K Hold
183
– – ﹤0.01% 1086
2025
Q2 		$30.3K Hold
183
– – ﹤0.01% 1081
2025
Q1 		$25.3K Buy
183
+73
+66% +$11.5K ﹤0.01% 1164
2024
Q4 		$17.4K Hold
110
– – ﹤0.01% 1228
2024
Q3 		$14.7K Buy
+110
New +$13.4K ﹤0.01% 1389

Other funds holding PJT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s PJT Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of PJT Partners (PJT) in Q3 2026, closing a stake of 169 shares — an estimated $25.5K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in PJT in Q3 2024 and held it in 8 quarters. The position peaked at $32.6K in Q3 2025. 342 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining PJT Partners position as of Q3 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 169 PJT Partners shares in Q3 2026, an estimated $25.5K.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in PJT Partners in Q3 2024 and held it in 8 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s PJT Partners position peaked at $32.6K in Q3 2025.
  • 342 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.