Position in PJT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,388,166
+$1,819,953 QoQ
Shares Held
62,198
+14.8% QoQ
Ownership
0.243%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#51
of 414 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $356,287,489 across 37 Capital Markets names. PJT ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
213,232 | $215,656,447 | |
| 2 | MS |
Morgan Stanley
|
176,155 | $36,823,441 | |
| 3 | SCHW |
Schwab Charles Corp
|
352,763 | $32,549,442 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
302,201 | $15,104,005 | |
| 5 | PJT |
PJT Partners Inc.
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|
62,198 | $9,388,166 | |
| 6 | EVR |
Evercore Inc.
|
24,356 | $8,316,112 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
74,100 | $7,430,748 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
23,565 | $6,637,789 |
All Filings in PJT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,388,166 | 62,198 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,568,213 | 54,167 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $354,464 | 2,120 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $378,742 | 2,131 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $340,085 | 2,061 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $255,629 | 1,854 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $480,689 | 3,046 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $419,887 | 3,149 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $332,578 | 3,082 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $291,923 | 3,097 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $912,653 | 8,959 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $711,067 | 8,951 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $201,120 | 2,888 | Shares | Sole | 2023-08-15 | |
| 2022-06-30 | $164,947 | 2,347 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $149,720 | 2,372 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $166,850 | 2,252 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $177,918 | 2,249 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $163,174 | 2,286 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $46,475 | 687 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $27,466 | 365 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $22,001 | 363 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $22,897 | 446 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||