Back to PJT
Principle Wealth Partners LLC → PJT
Principle Wealth Partners LLC PJT Position History
PJT Partners Inc. • Financial Services
Quarters held
5
Latest value
$499K
Q3 2026
Peak value
$623K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $623K |
| Q4 2025 | $586K |
| Q1 2026 | $491K |
| Q2 2026 | $530K |
| Q3 2026 | $499K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $499K | 3.5K | — | — |
| Q2 2026 | $530K | 3.5K | — | — |
| Q1 2026 | $491K | 3.5K | — | — |
| Q4 2025 | $586K | 3.5K | — | — |
| Q3 2025 | $623K | 3.5K | — | — |
Other funds holding PJT
$412.1M
$411.8M
$383M
$337.7M
$277.1M
$223.1M
$219.2M
$206.2M