Back to PJT
Portside Wealth Group, LLC → PJT
Portside Wealth Group, LLC PJT Position History
PJT Partners Inc. • Financial Services
Quarters held
10
Latest value
$456K
Q3 2026
Peak value
$898K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $898K |
| Q3 2025 | $182K |
| Q4 2025 | $289K |
| Q4 2025 | $725K |
| Q1 2026 | $567K |
| Q1 2026 | $261K |
| Q2 2026 | $580K |
| Q2 2026 | $437K |
| Q3 2026 | $517K |
| Q3 2026 | $456K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $456K | 3.2K | — | — |
| Q3 2026 | $517K | 3.6K | — | — |
| Q2 2026 | $437K | 2.9K | — | — |
| Q2 2026 | $580K | 3.8K | — | — |
| Q1 2026 | $261K | 1.9K | — | — |
| Q1 2026 | $567K | 4.1K | — | — |
| Q4 2025 | $725K | 4.3K | — | — |
| Q4 2025 | $289K | 1.7K | — | — |
| Q3 2025 | $182K | 1.0K | — | — |
| Q3 2025 | $898K | 5.1K | — | — |
Other funds holding PJT
$412.1M
$411.8M
$383M
$337.7M
$277.1M
$223.1M
$219.2M
$206.2M