Position in PJT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,358
+$101 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#363
of 412 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $3,755,172 across 8 Capital Markets names. PJT ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,460 | $3,022,718 | |
| 2 | EVR |
Evercore Inc.
|
1,965 | $670,929 | |
| 3 | GS |
Goldman Sachs Group Inc
|
26 | $26,295 | |
| 4 | SCHW |
Schwab Charles Corp
|
226 | $20,853 | |
| 5 | SF |
Stifel Financial Corp
|
87 | $6,069 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
42 | $4,211 | |
| 7 | NMR |
Nomura Holdings Inc
|
312 | $2,739 | |
| 8 | PJT |
PJT Partners Inc.
This page
|
9 | $1,358 |
All Filings in PJT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,358 | 9 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,257 | 9 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,504 | 9 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||