Position in PJT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,227,113
+$344,694 QoQ
Shares Held
61,131
-3.8% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#52
of 414 holders
Holding Since
Sep 2021
20 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, 2026GW&K Investment Management, LLC holds $318,494,693 across 16 Capital Markets names. PJT ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
1,247,030 | $87,005,282 | |
| 2 | PIPR |
Piper Sandler Companies
|
861,276 | $62,304,705 | |
| 3 | MS |
Morgan Stanley
|
288,780 | $60,366,571 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
349,700 | $46,905,260 | |
| 5 | PWP |
Perella Weinberg Partners
|
1,291,081 | $20,605,652 | |
| 6 | EVR |
Evercore Inc.
|
59,232 | $20,224,174 | |
| 7 | PJT |
PJT Partners Inc.
This page
|
61,131 | $9,227,113 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
26,319 | $7,413,535 |
All Filings in PJT
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,227,113 | 61,131 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,882,419 | 63,573 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,593,959 | 63,361 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,773,199 | 43,736 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,682,919 | 88,982 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,688,588 | 99,279 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $16,023,553 | 101,537 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $20,959,981 | 157,192 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $17,565,913 | 162,783 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,809,475 | 167,722 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $17,511,860 | 171,904 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $14,021,080 | 176,499 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12,694,954 | 182,294 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,994,079 | 124,589 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $9,255,464 | 125,600 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,514,939 | 127,431 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,321,517 | 132,634 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $8,527,764 | 135,104 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $10,218,492 | 137,920 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,413,882 | 131,638 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||