Back to PJT
Concurrent Investment Advisors, LLC → PJT
Concurrent Investment Advisors, LLC PJT Position History
PJT Partners Inc. • Financial Services
Quarters held
8
Latest value
$495K
Q3 2026
Peak value
$495K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7K |
| Q4 2025 | $329K |
| Q1 2026 | $128K |
| Q1 2026 | $204K |
| Q2 2026 | $186K |
| Q2 2026 | $390K |
| Q3 2026 | $13K |
| Q3 2026 | $495K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $495K | 3.5K | — | — |
| Q3 2026 | $13K | 93 | — | — |
| Q2 2026 | $390K | 2.6K | — | — |
| Q2 2026 | $186K | 1.2K | — | — |
| Q1 2026 | $204K | 1.5K | — | — |
| Q1 2026 | $128K | 917 | — | — |
| Q4 2025 | $329K | 2.0K | — | — |
| Q4 2025 | $7K | 44 | — | — |
Other funds holding PJT
$412.1M
$411.8M
$383M
$337.7M
$277.1M
$223.1M
$219.2M
$206.2M