Position in PJT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$945,186
+$70,260 QoQ
Shares Held
6,262
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#15
of 81 holders
Holding Since
Dec 2024
7 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, 2026CARY STREET PARTNERS FINANCIAL LLC holds $33,185,925 across 11 Capital Markets names. PJT ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,224 | $14,385,726 | |
| 2 | MS |
Morgan Stanley
|
36,745 | $7,681,174 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
65,957 | $6,614,167 | |
| 4 | SCHW |
Schwab Charles Corp
|
31,648 | $2,920,160 | |
| 5 | PJT |
PJT Partners Inc.
This page
|
6,262 | $945,186 | |
| 6 | PIPR |
Piper Sandler Companies
|
3,012 | $217,887 | |
| 7 | PURR |
Hyperliquid Strategies Inc
|
27,425 | $215,834 | |
| 8 | ATCH |
AtlasClear Holdings, Inc.
|
904,586 | $178,203 |
All Filings in PJT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945,186 | 6,262 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $874,926 | 6,262 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $1,047,006 | 6,262 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,112,945 | 6,262 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,033,292 | 6,262 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $863,404 | 6,262 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,004,302 | 6,364 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||