OSAIC HOLDINGS, INC.

Position in PJT — PJT Partners Inc.

CIK 1677044 SCOTTSDALE, AZ

Position in PJT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$11,039,974

-$2,081,213 QoQ

Shares Held

79,015

+0.7% QoQ

Ownership

0.306%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98.63823324685185.ToString("F0")% Shared 0.ToString("F0")% None 1.3617667531481363.ToString("F0")%

Financial Services · as of Mar 31, 2026

OSAIC HOLDINGS, INC. holds $280,193,924 across 63 Capital Markets names. PJT ranks #6 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	160,131	$135,469,223
2	SCHW	Schwab Charles Corp	452,976	$42,570,682
3	MS	Morgan Stanley	232,534	$38,268,117
4	HOOD	Robinhood Markets, Inc.	241,786	$16,755,768
5	IBKR	Interactive Brokers Group, Inc.	215,910	$14,481,081
6	PJT	PJT Partners Inc. This page	79,015	$11,039,974
7	LPLA	LPL Financial Holdings Inc.	14,362	$4,320,519
8	HLI	Houlihan Lokey, Inc.	26,551	$3,813,254

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,039,974	79,015	+0.7%	Shares	Defined	2026-05-15
2025-12-31	$13,121,187	78,476	+1.1%	Shares	Defined	2026-02-17
2025-09-30	$13,793,445	77,609	+9095.4%	Shares	Defined	2025-11-14
2025-06-30	$139,267	844	-8.3%	Shares	Defined	2025-09-04
2025-03-31	$126,849	920	+25.2%	Shares	Defined	2025-05-12
2024-12-31	$115,989	735	-74.8%	Shares	Defined	2025-06-06
2024-09-30	$388,418	2,913	-5.3%	Shares	Defined	2024-11-13
2024-06-30	$331,820	3,075	+26.9%	Shares	Defined	2024-08-13
2024-03-31	$228,390	2,423	-46.5%	Shares	Defined	2024-05-10
2023-12-31	$461,672	4,532	+13.4%	Shares	Defined	2024-02-12
2023-09-30	$317,439	3,996	+21.2%	Shares	Sole	2023-11-13
2023-06-30	$229,529	3,296	-32.0%	Shares	Sole	2023-08-21
2023-03-31	$349,683	4,844	+2.2%	Shares	Sole	2023-05-12
2022-12-31	$349,139	4,738	+2.3%	Shares	Defined	2023-02-10
2022-09-30	$309,439	4,631	+0.4%	Shares	Defined	2022-11-14
2022-06-30	$324,057	4,611	+5.0%	Shares	Defined	2022-08-10
2022-03-31	$277,282	4,393	+6.3%	Shares	Defined	2022-05-04
2021-12-31	$306,283	4,134	+9.7%	Shares	Defined	2022-02-03
2021-09-30	$298,241	3,770	-0.6%	Shares	Defined	2021-11-05
2021-06-30	$270,598	3,791	+7.2%	Shares	Defined	2021-08-02
2021-03-31	$239,343	3,538	+20.9%	Shares	Defined	2021-05-13
2020-12-31	$220,254	2,927	-78.4%	Shares	Defined	2021-02-10
2020-09-30	$823,199	13,582	-23.5%	Shares	Defined	2020-11-12
2020-06-30	$911,125	17,747	+273.5%	Shares	Defined	2020-08-14
2020-03-31	$206,186	4,752	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.