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Equibles

Creative Planning

Position in PJT — PJT Partners Inc.

CIK 1540235 OVERLAND PARK, KS
Back to PJT Full portfolio

Position in PJT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$8,485,242
+$3,983,604 QoQ
Shares Held
56,216
+74.5% QoQ
Ownership
0.220%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#58
of 415 holders
Holding Since
Sep 2020
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PJT Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Creative Planning holds $497,699,973 across 41 Capital Markets names. PJT ranks #9 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 149,075 $150,769,982
2 MS
Morgan Stanley
 522,699 $109,264,998
3 SCHW
Schwab Charles Corp
 746,571 $68,886,106
4 PIPR
Piper Sandler Companies
 231,297 $16,732,024
5 HOOD
Robinhood Markets, Inc.
 160,249 $16,069,768
6 MRX
Marex Group Ltd
 220,288 $13,426,552
7 EVR
Evercore Inc.
 31,231 $10,663,512
8 JEF
Jefferies Financial Group Inc.
 189,341 $9,463,262

All Filings in PJT

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,485,242 56,216
2026-03-31 $4,501,638 32,219
2025-12-31 $3,509,026 20,987
2025-09-30 $2,939,476 16,539
2025-06-30 $1,805,373 10,941
2025-03-31 $1,145,507 8,308
2024-12-31 $1,230,444 7,797
2024-09-30 $707,368 5,305
2024-06-30 $309,700 2,870
2021-03-31 $932,352 13,782
2020-12-31 $1,037,471 13,787
2020-09-30 $846,539 13,967