Position in PJT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,415,666
+$438,185 QoQ
Shares Held
9,379
+34.1% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#140
of 414 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $45,330,055 across 9 Capital Markets names. PJT ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
195,919 | $17,052,789 | |
| 2 | SCHW |
Schwab Charles Corp
|
105,228 | $9,709,387 | |
| 3 | SF |
Stifel Financial Corp
|
82,406 | $5,749,466 | |
| 4 | MS |
Morgan Stanley
|
25,599 | $5,351,214 | |
| 5 | EVR |
Evercore Inc.
|
7,876 | $2,689,181 | |
| 6 | GS |
Goldman Sachs Group Inc
|
1,624 | $1,642,464 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
5,313 | $1,496,565 | |
| 8 | PJT |
PJT Partners Inc.
This page
|
9,379 | $1,415,666 |
All Filings in PJT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,415,666 | 9,379 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $977,481 | 6,996 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $971,432 | 5,810 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,023,902 | 5,761 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $932,801 | 5,653 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $779,435 | 5,653 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||