Creative Planning

Position in PJT — PJT Partners Inc.

CIK 1540235 OVERLAND PARK, KS

Position in PJT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$4,501,638

+$992,612 QoQ

Shares Held

32,219

+53.5% QoQ

Ownership

0.125%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Creative Planning holds $389,375,634 across 40 Capital Markets names. PJT ranks #16 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	138,077	$116,811,760
2	MS	Morgan Stanley	480,544	$79,083,126
3	SCHW	Schwab Charles Corp	739,717	$69,518,603
4	SF	Stifel Financial Corp	151,185	$11,175,595
5	PIPR	Piper Sandler Companies	128,394	$9,828,560
6	HOOD	Robinhood Markets, Inc.	139,448	$9,663,746
7	MRX	Marex Group Ltd	208,711	$9,304,336
8	TW	Tradeweb Markets Inc.	74,797	$8,800,615

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,501,638	32,219	+53.5%	Shares	Sole	2026-05-12
2025-12-31	$3,509,026	20,987	+26.9%	Shares	Sole	2026-02-17
2025-09-30	$2,939,476	16,539	+51.2%	Shares	Defined	2025-11-14
2025-06-30	$1,805,373	10,941	+31.7%	Shares	Defined	2025-08-08
2025-03-31	$1,145,507	8,308	+6.6%	Shares	Sole	2025-05-15
2024-12-31	$1,230,444	7,797	+47.0%	Shares	Defined	2025-02-14
2024-09-30	$707,368	5,305	+84.8%	Shares	Defined	2024-10-11
2024-06-30	$309,700	2,870	-79.2%	Shares	Sole	2024-08-15
2021-03-31	$932,352	13,782	-0.0%	Shares	Sole	2021-04-30
2020-12-31	$1,037,471	13,787	-1.3%	Shares	Sole	2021-01-29
2020-09-30	$846,539	13,967	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.