Position in PJT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,660
+$124 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#363
of 414 holders
Holding Since
Mar 2026
2 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, 2026Marquette Asset Management, LLC holds $73,767 across 11 Capital Markets names. PJT ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
129 | $26,966 | |
| 2 | GS |
Goldman Sachs Group Inc
|
16 | $16,181 | |
| 3 | SCHW |
Schwab Charles Corp
|
86 | $7,935 | |
| 4 | MC |
Moelis & Co
|
102 | $6,672 | |
| 5 | PIPR |
Piper Sandler Companies
|
88 | $6,365 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
68 | $3,398 | |
| 7 | BGC |
BGC Group, Inc.
|
158 | $1,689 | |
| 8 | PJT |
PJT Partners Inc.
This page
|
11 | $1,660 |
All Filings in PJT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,660 | 11 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,536 | 11 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||