Westover Capital Advisors, LLC

Position in PJT — PJT Partners Inc.

CIK 1483467 WILMINGTON, DE

Position in PJT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$262,333

-$982,292 QoQ

Shares Held

1,738

-80.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#235

of 412 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Westover Capital Advisors, LLC holds $16,664,075 across 4 Capital Markets names. PJT ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	12,087	$12,224,429
2	SCHW	Schwab Charles Corp	25,540	$2,356,575
3	MS	Morgan Stanley	8,710	$1,820,738
4	PJT	PJT Partners Inc. This page	1,738	$262,333

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,333	1,738	-80.5%	Shares	Sole	2026-08-04
2026-03-31	$1,244,625	8,908	-6.9%	Shares	Sole	2026-05-05
2025-12-31	$1,599,602	9,567	-1.8%	Shares	Sole	2026-02-09
2025-09-30	$1,730,734	9,738	-0.5%	Shares	Sole	2025-11-06
2025-06-30	$1,615,282	9,789	+250.0%	Shares	Sole	2025-08-11
2025-03-31	$385,650	2,797	+61.1%	Shares	Sole	2025-05-06
2024-12-31	$273,958	1,736	0.0%	Shares	Sole	2025-02-06
2024-09-30	$231,478	1,736	-94.0%	Shares	Sole	2024-11-08
2021-12-31	$2,142,979	28,924	-0.5%	Shares	Sole	2022-02-14
2021-09-30	$2,299,727	29,070	-1.9%	Shares	Sole	2021-11-15
2021-06-30	$2,115,417	29,636	-1.6%	Shares	Sole	2021-08-10
2021-03-31	$2,037,009	30,111	+7.1%	Shares	Sole	2021-05-18
2020-12-31	$2,116,105	28,121	+3.8%	Shares	Sole	2021-02-16
2020-09-30	$1,641,379	27,081	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.