Position in PJT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,770,923
-$1,495,993 QoQ
Shares Held
62,775
+2.2% QoQ
Ownership
0.243%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026RHUMBLINE ADVISERS holds $1,497,950,151 across 47 Capital Markets names. PJT ranks #19 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
501,345 | $424,132,856 | |
| 2 | MS |
Morgan Stanley
|
2,149,365 | $353,720,998 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,890,722 | $271,670,053 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,318,086 | $91,343,359 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
766,485 | $51,408,148 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
101,065 | $30,403,383 | |
| 7 | EVR |
Evercore Inc.
|
100,437 | $29,981,448 | |
| 8 | SF |
Stifel Financial Corp
|
389,919 | $28,822,812 |
All Filings in PJT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,770,923 | 62,775 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,266,916 | 61,405 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,830,064 | 66,562 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,846,602 | 65,733 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,794,951 | 63,787 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $10,140,239 | 64,256 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $8,825,907 | 66,191 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,110,297 | 65,891 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $6,277,621 | 66,599 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,889,264 | 67,628 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,852,610 | 35,909 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,320,195 | 33,317 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,219,842 | 30,750 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,208,857 | 29,975 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,954,418 | 29,249 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,907,539 | 27,142 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,637,585 | 25,944 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,058,961 | 27,790 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,241,660 | 28,336 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,957,025 | 27,417 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,843,462 | 27,250 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,251,028 | 29,914 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,663,077 | 27,439 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,626,656 | 31,684 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,429,613 | 32,948 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||