Position in PJT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,993,524
-$403,956 QoQ
Shares Held
14,268
-0.5% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.05%
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, 2026Crestwood Advisors Group, LLC holds $56,416,541 across 11 Capital Markets names. PJT ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
193,596 | $14,310,615 | |
| 2 | GS |
Goldman Sachs Group Inc
|
16,357 | $13,837,857 | |
| 3 | SCHW |
Schwab Charles Corp
|
133,394 | $12,536,368 | |
| 4 | LAZ |
Lazard, Inc.
|
199,155 | $8,460,104 | |
| 5 | MS |
Morgan Stanley
|
18,571 | $3,056,229 | |
| 6 | PJT |
PJT Partners Inc.
This page
|
14,268 | $1,993,524 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
27,516 | $1,210,153 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
3,962 | $378,014 |
All Filings in PJT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,993,524 | 14,268 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,397,480 | 14,339 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,536,740 | 14,273 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,346,112 | 14,218 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,973,614 | 14,314 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,245,794 | 14,231 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,894,894 | 14,211 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,525,955 | 14,141 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,332,459 | 14,136 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,432,801 | 14,065 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,115,019 | 14,036 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $977,467 | 14,036 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,013,258 | 14,036 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,034,312 | 14,036 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $937,885 | 14,036 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $986,450 | 14,036 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $885,952 | 14,036 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,039,927 | 14,036 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,110,387 | 14,036 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,001,889 | 14,036 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $949,535 | 14,036 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,056,209 | 14,036 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $850,721 | 14,036 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $720,608 | 14,036 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $609,022 | 14,036 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||