Position in PJT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$345,350
+$53,895 QoQ
Shares Held
2,288
+9.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#216
of 412 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ROBERTS GLORE & CO INC /IL/ holds $2,746,812 across 6 Capital Markets names. PJT ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
7,997 | $696,058 | |
| 2 | EVR |
Evercore Inc.
|
1,780 | $607,763 | |
| 3 | GS |
Goldman Sachs Group Inc
|
551 | $557,264 | |
| 4 | PJT |
PJT Partners Inc.
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|
2,288 | $345,350 | |
| 5 | SF |
Stifel Financial Corp
|
4,697 | $327,709 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
755 | $212,668 |
All Filings in PJT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,350 | 2,288 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $291,455 | 2,086 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||