Position in PJT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$21,131
+$1,571 QoQ
Shares Held
140
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#298
of 414 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PITTENGER & ANDERSON INC holds $53,245,359 across 8 Capital Markets names. PJT ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
167,570 | $35,028,832 | |
| 2 | GS |
Goldman Sachs Group Inc
|
11,103 | $11,229,241 | |
| 3 | SCHW |
Schwab Charles Corp
|
56,604 | $5,222,851 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
12,565 | $1,093,657 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
6,255 | $627,251 | |
| 6 | PJT |
PJT Partners Inc.
This page
|
140 | $21,131 | |
| 7 | CLSK |
Cleanspark, Inc.
|
1,225 | $17,823 | |
| 8 | IREN |
IREN Ltd
|
100 | $4,573 |
All Filings in PJT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,131 | 140 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $19,560 | 140 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,078,440 | 6,450 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,146,358 | 6,450 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $877,853 | 5,320 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $317,813 | 2,305 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $222,512 | 1,410 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $18,667 | 140 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $15,107 | 140 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $13,196 | 140 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $14,261 | 140 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $11,121 | 140 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $7,869 | 113 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,435 | 103 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,590 | 103 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,882 | 103 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $7,238 | 103 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $4,607 | 73 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $5,408 | 73 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,775 | 73 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,282 | 60 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,059 | 60 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,762 | 50 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,727 | 45 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,310 | 45 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,952 | 45 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||