Congress Wealth Management LLC / DE / »

Pjt Partners shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Pjt Partners (PJT) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Pjt Partners

Tip: Access up to 7 years of quarterly data

All positions including Pjt Partners held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pjt Partners by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $13M 76k 165.01
2025-03-31 $10M 75k 137.88
2024-12-31 $11M 67k 157.81
2024-09-30 $7.3M 55k 133.34

More positions owned by Congress Wealth Management LLC / DE /

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Pjt Partners

BlackRock
Vanguard Group
State Street Corporation
Geode Capital Management
Morgan Stanley
FMR
Congress Asset Management
Invesco
Alliancebernstein
Raymond James Financial
Champlain Investment Partners
ClearBridge Advisors
Daniel D. Thurber
Goldman Sachs Group
Dimensional Fund Advisors

View all funds holding Pjt Partners