Skip to main content
Equibles

Crestwood Advisors Group, LLC

Position in PJT — PJT Partners Inc.

CIK 1426853 BOSTON, MA
Back to PJT Full portfolio

Position in PJT

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$2,151,951
+$158,427 QoQ
Shares Held
14,257
-0.1% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#115
of 416 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

Crestwood Advisors Group, LLC holds $58,790,816 across 11 Capital Markets names. PJT ranks #6 (3.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 17,297 $17,493,666
2 SF
Stifel Financial Corp
 192,044 $13,398,909
3 SCHW
Schwab Charles Corp
 114,586 $10,572,850
4 LAZ
Lazard, Inc.
 202,261 $8,482,825
5 MS
Morgan Stanley
 18,879 $3,946,466
6 PJT
PJT Partners Inc.
This page 		14,257 $2,151,951
7 VIRT
Virtu Financial, Inc.
 23,546 $1,402,635
8 HOOD
Robinhood Markets, Inc.
 5,296 $531,082

All Filings in PJT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,151,951 14,257
2026-03-31 $1,993,524 14,268
2025-12-31 $2,397,480 14,339
2025-09-30 $2,536,740 14,273
2025-06-30 $2,346,112 14,218
2025-03-31 $1,973,614 14,314
2024-12-31 $2,245,794 14,231
2024-09-30 $1,894,894 14,211
2024-06-30 $1,525,955 14,141
2024-03-31 $1,332,459 14,136
2023-12-31 $1,432,801 14,065
2023-09-30 $1,115,019 14,036
2023-06-30 $977,467 14,036
2023-03-31 $1,013,258 14,036
2022-12-31 $1,034,312 14,036
2022-09-30 $937,885 14,036
2022-06-30 $986,450 14,036
2022-03-31 $885,952 14,036
2021-12-31 $1,039,927 14,036
2021-09-30 $1,110,387 14,036
2021-06-30 $1,001,889 14,036
2021-03-31 $949,535 14,036
2020-12-31 $1,056,209 14,036
2020-09-30 $850,721 14,036
2020-06-30 $720,608 14,036
2020-03-31 $609,022 14,036