Position in PJT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$403,764
+$30,013 QoQ
Shares Held
2,675
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#206
of 412 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UNITED BANK holds $1,177,839 across 2 Capital Markets names. PJT ranks #2 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,703 | $774,075 | |
| 2 | PJT |
PJT Partners Inc.
This page
|
2,675 | $403,764 |
All Filings in PJT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,764 | 2,675 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $373,751 | 2,675 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $447,260 | 2,675 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $475,427 | 2,675 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $441,401 | 2,675 | Shares | Other | 2025-07-18 | |
| 2025-03-31 | $368,829 | 2,675 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $422,141 | 2,675 | Shares | Other | 2025-05-14 | |
| 2024-09-30 | $356,684 | 2,675 | Shares | Other | 2024-11-15 | |
| 2024-06-30 | $288,659 | 2,675 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $252,145 | 2,675 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $272,502 | 2,675 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $212,502 | 2,675 | Shares | Other | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||