Position in PJT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,958,710
-$721,194 QoQ
Shares Held
21,176
-3.8% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $77,073,285 across 22 Capital Markets names. PJT ranks #9 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,932 | $15,170,292 | |
| 2 | MS |
Morgan Stanley
|
87,343 | $14,374,037 | |
| 3 | SCHW |
Schwab Charles Corp
|
130,739 | $12,286,850 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
70,556 | $4,732,189 | |
| 5 | SF |
Stifel Financial Corp
|
58,461 | $4,321,437 | |
| 6 | PIPR |
Piper Sandler Companies
|
52,992 | $4,056,537 | |
| 7 | EVR |
Evercore Inc.
|
11,135 | $3,323,908 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
46,201 | $3,201,729 |
All Filings in PJT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,958,710 | 21,176 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,679,904 | 22,009 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,509,898 | 25,375 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,872,580 | 29,529 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $3,791,837 | 27,501 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $4,519,994 | 28,642 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $4,251,945 | 31,888 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $3,768,109 | 34,919 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $3,592,060 | 38,108 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $4,124,512 | 40,488 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $3,494,247 | 43,986 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $3,270,781 | 46,967 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $3,649,132 | 50,549 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $4,104,680 | 55,702 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,189,948 | 62,705 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,743,548 | 67,495 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,462,636 | 54,858 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,361,967 | 72,371 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,372,310 | 80,550 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $5,749,659 | 80,550 | Shares | Sole | 2021-08-03 | |
| 2020-12-31 | $9,541,474 | 126,797 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,980,436 | 49,174 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||