Position in PJT
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$10,056,766
+$117,061 QoQ
Shares Held
71,978
+21.1% QoQ
Ownership
0.279%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,750,887,322 across 34 Capital Markets names. PJT ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
5,622,983 | $528,447,942 | |
| 2 | MS |
Morgan Stanley
|
3,100,379 | $510,229,372 | |
| 3 | GS |
Goldman Sachs Group Inc
|
290,242 | $245,541,829 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
336,764 | $101,308,714 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,063,175 | $71,307,147 | |
| 6 | SF |
Stifel Financial Corp
|
640,348 | $47,334,524 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
329,441 | $47,314,316 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
523,771 | $36,297,330 |
All Filings in PJT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,056,766 | 71,978 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,939,705 | 59,448 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,693,385 | 77,046 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $13,182,648 | 79,890 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $11,203,301 | 81,254 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $14,917,305 | 94,527 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,393,919 | 107,949 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,710,609 | 108,522 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $9,004,752 | 95,531 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,115,894 | 99,302 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,551,884 | 95,064 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,922,551 | 27,607 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,869,721 | 25,900 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,682,711 | 22,835 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,631,410 | 24,415 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,838,243 | 26,156 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,547,828 | 24,522 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,770,528 | 23,897 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,702,288 | 21,518 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,578,640 | 22,116 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,564,270 | 23,123 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $903,301 | 12,004 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $866,844 | 14,302 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $663,569 | 12,925 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $559,123 | 12,886 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||