Position in PJT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,864,102
+$321,063 QoQ
Shares Held
58,726
-4.0% QoQ
Ownership
0.230%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#54
of 416 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Advisors Capital Management, LLC holds $49,141,744 across 7 Capital Markets names. PJT ranks #3 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
132,224 | $12,200,308 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
185,344 | $11,040,942 | |
| 3 | PJT |
PJT Partners Inc.
This page
|
58,726 | $8,864,102 | |
| 4 | EVR |
Evercore Inc.
|
20,891 | $7,133,023 | |
| 5 | TW |
Tradeweb Markets Inc.
|
44,940 | $4,478,720 | |
| 6 | MS |
Morgan Stanley
|
15,137 | $3,164,238 | |
| 7 | GS |
Goldman Sachs Group Inc
|
2,235 | $2,260,411 |
All Filings in PJT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,864,102 | 58,726 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,543,039 | 61,144 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $9,508,496 | 56,869 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $10,823,757 | 60,900 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $11,664,391 | 70,689 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,273,670 | 67,259 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $10,986,732 | 69,620 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,243,395 | 69,322 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,531,902 | 69,798 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,530,898 | 69,286 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,369,829 | 62,529 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,814,064 | 60,600 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,228,331 | 60,717 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,146,088 | 57,433 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,253,239 | 57,718 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,798,583 | 56,848 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $3,295,148 | 46,886 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,638,542 | 41,802 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,911,811 | 39,301 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,631,515 | 33,264 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,917,695 | 26,866 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,445,545 | 21,368 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,234,175 | 16,401 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $788,717 | 13,013 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $624,243 | 12,159 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $496,858 | 11,451 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||