MAI Capital Management

Position in PJT — PJT Partners Inc.

CIK 1040197 INDEPENDENCE, OH

Position in PJT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,198,742

-$17,496 QoQ

Shares Held

14,567

-8.2% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#112

of 414 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

MAI Capital Management holds $143,175,293 across 21 Capital Markets names. PJT ranks #5 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	55,352	$55,981,351
2	MS	Morgan Stanley	210,130	$43,925,574
3	SCHW	Schwab Charles Corp	314,932	$29,058,775
4	EVR	Evercore Inc.	8,799	$3,004,330
5	PJT	PJT Partners Inc. This page	14,567	$2,198,742
6	HOOD	Robinhood Markets, Inc.	20,557	$2,061,455
7	LPLA	LPL Financial Holdings Inc.	3,552	$1,000,527
8	JEF	Jefferies Financial Group Inc.	19,377	$968,462

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,198,742	14,567	-8.2%	Shares	Sole	2026-08-14
2026-03-31	$2,216,238	15,862	-12.2%	Shares	Sole	2026-05-15
2025-12-31	$3,021,471	18,071	-30.3%	Shares	Sole	2026-02-13
2025-09-30	$4,608,361	25,929	-64.6%	Shares	Sole	2025-11-10
2025-06-30	$12,097,873	73,316	-34.9%	Shares	Sole	2025-08-12
2025-03-31	$15,533,698	112,661	-0.1%	Shares	Sole	2025-05-15
2024-12-31	$17,801,599	112,804	+2.4%	Shares	Sole	2025-02-14
2024-09-30	$14,685,267	110,134	+1.2%	Shares	Sole	2024-11-07
2024-06-30	$11,740,500	108,799	+0.8%	Shares	Sole	2024-08-12
2024-03-31	$10,169,240	107,885	+2.2%	Shares	Sole	2024-05-08
2023-12-31	$10,754,415	105,570	+1.7%	Shares	Sole	2024-02-09
2023-09-30	$8,244,124	103,778	+0.6%	Shares	Sole	2023-11-14
2023-06-30	$7,181,764	103,127	—	Shares	Sole	2023-08-02
No filing history on record for this holder in this stock.