Position in PJT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,568,213
+$7,213,749 QoQ
Shares Held
54,167
+2455.0% QoQ
Ownership
0.210%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 94.07757490723134.ToString("F0")%
Shared 0.ToString("F0")%
None 5.92242509276866.ToString("F0")%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $294,472,359 across 36 Capital Markets names. PJT ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
198,639 | $168,046,607 | |
| 2 | SCHW |
Schwab Charles Corp
|
370,692 | $34,837,634 | |
| 3 | MS |
Morgan Stanley
|
176,075 | $28,976,662 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
318,842 | $13,158,609 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
33,174 | $9,979,734 | |
| 6 | PJT |
PJT Partners Inc.
This page
|
54,167 | $7,568,213 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
75,660 | $5,243,238 | |
| 8 | SF |
Stifel Financial Corp
|
55,973 | $4,137,524 |
All Filings in PJT
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||