Back to PJT
DIVERSIFY WEALTH MANAGEMENT, LLC → PJT
DIVERSIFY WEALTH MANAGEMENT, LLC PJT Position History
PJT Partners Inc. • Financial Services
Quarters held
5
Latest value
$2.6M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q4 2025 | $1.9M |
| Q1 2026 | $2.2M |
| Q2 2026 | $2.6M |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 18.8K | — | — |
| Q2 2026 | $2.6M | 15.4K | — | — |
| Q1 2026 | $2.2M | 14.6K | — | — |
| Q4 2025 | $1.9M | 10.5K | — | — |
| Q3 2025 | $1.7M | 10.2K | — | — |
Other funds holding PJT
$412.1M
$411.8M
$383M
$337.7M
$277.1M
$223.1M
$219.2M
$206.2M