Position in PJT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$28,397,093
+$3,331,888 QoQ
Shares Held
188,135
+4.9% QoQ
Ownership
0.736%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $7,289,362,281 across 49 Capital Markets names. PJT ranks #23 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,531,247 | $2,560,027,262 | |
| 2 | MS |
Morgan Stanley
|
9,759,983 | $2,040,226,836 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,489,297 | $967,847,425 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,786,353 | $379,695,469 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,420,031 | $210,639,490 | |
| 6 | EVR |
Evercore Inc.
|
302,828 | $103,397,586 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
350,265 | $98,662,638 | |
| 8 | SF |
Stifel Financial Corp
|
1,336,318 | $93,234,900 |
All Filings in PJT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,397,093 | 188,135 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $25,065,205 | 179,396 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $34,379,158 | 205,617 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $38,334,400 | 215,689 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $38,378,681 | 232,584 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $31,861,304 | 231,080 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $39,787,209 | 252,121 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $35,855,121 | 268,900 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $35,217,719 | 326,362 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $31,906,816 | 338,498 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $41,565,604 | 408,026 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $31,244,223 | 393,306 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $28,865,567 | 414,497 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $28,838,312 | 399,478 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $27,310,467 | 370,613 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $24,213,423 | 362,368 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $27,963,143 | 397,882 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $26,588,855 | 421,243 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $36,932,377 | 498,480 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $41,708,684 | 527,224 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $36,400,084 | 509,948 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $35,258,163 | 521,185 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $39,595,495 | 526,186 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $45,271,667 | 746,934 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $39,497,759 | 769,337 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $33,970,028 | 782,900 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||