PJT PJT PARTNERS INC

Ownership history in First Bank & Trust  ·  30 quarters on record

AI Ownership Summary

First Bank & Trust reported PJT PARTNERS INC (PJT) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.15% in 2024 Q4. The latest visible filing shows PJT at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PJT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Bank & Trust's position in PJT PARTNERS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PJT was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First Bank & Trust held PJT — position size vs. price
% of Fund (quarterly)    PJT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 4,477 -65 -1.4% 0.10% $626K 2026-04-10 $150.96
2025 Q4 REDUCED 4,542 -258 -5.4% 0.12% $759K 2026-01-12 $180.86
2025 Q3 REDUCED 4,800 -435 -8.3% 0.14% $853K 2025-10-10 $170.45
2025 Q2 ADDED 5,235 +49 +0.9% 0.15% $864K 2025-07-09 $175.34
2025 Q1 ADDED 5,186 +80 +1.6% 0.14% $715K 2025-04-28 $134.50
2024 Q4 REDUCED 5,106 -168 -3.2% 0.15% $806K 2025-02-03 $164.02
2024 Q3 REDUCED 5,274 -63 -1.2% 0.13% $703K 2024-10-24 $140.64
2024 Q2 ADDED 5,337 +26 +0.5% 0.12% $576K 2024-07-09 $110.12
2024 Q1 ADDED 5,311 +6 +0.1% 0.10% $501K 2024-04-17 $90.94
2023 Q4 ADDED 5,305 +64 +1.2% 0.13% $540K 2024-01-12 $93.52
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First Bank & Trust and PJT

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Bank & Trust reported owning PJT?

First Bank & Trust reported PJT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PJT position in First Bank & Trust's portfolio?

The largest reported portfolio weight for PJT was 0.15% in 2024 Q4.

What is the latest reported PJT position on this page?

The most recent filing on this page is 2026 Q1, when First Bank & Trust reported 4,477 shares, equal to 0.10% of portfolio, with an estimated market value of $626K.

What does the chart on this PJT ownership page compare?

The chart compares First Bank & Trust's quarterly PJT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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