Position in PJT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,584
New position
Shares Held
37
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#338
of 414 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Colonial Trust Advisors holds $33,614,913 across 9 Capital Markets names. PJT ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,791 | $25,072,873 | |
| 2 | SCHW |
Schwab Charles Corp
|
91,978 | $8,486,810 | |
| 3 | MS |
Morgan Stanley
|
113 | $23,621 | |
| 4 | IREN |
IREN Ltd
|
500 | $22,865 | |
| 5 | PJT |
PJT Partners Inc.
This page
|
37 | $5,584 | |
| 6 | TAOX |
TAO Synergies Inc.
|
500 | $1,865 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
20 | $999 | |
| 8 | STKE |
SOL Strategies Inc.
|
181 | $211 |
All Filings in PJT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,584 | 37 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||