Position in PJT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,037,289
+$1,997,315 QoQ
Shares Held
86,374
+9.3% QoQ
Ownership
0.338%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#44
of 412 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $362,519,557 across 66 Capital Markets names. PJT ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
158,530 | $160,332,485 | |
| 2 | MS |
Morgan Stanley
|
243,088 | $50,815,113 | |
| 3 | SCHW |
Schwab Charles Corp
|
489,877 | $45,200,949 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
436,492 | $37,992,262 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
238,299 | $23,896,621 | |
| 6 | PJT |
PJT Partners Inc.
This page
|
86,374 | $13,037,289 | |
| 7 | SNEX |
StoneX Group Inc.
|
75,718 | $5,981,761 | |
| 8 | MIAX |
Miami International Holdings, Inc.
|
157,902 | $5,867,636 |
All Filings in PJT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,037,289 | 86,374 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $11,039,974 | 79,015 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $13,121,187 | 78,476 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $13,793,445 | 77,609 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $139,267 | 844 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $126,849 | 920 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $115,989 | 735 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $388,418 | 2,913 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $331,820 | 3,075 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $228,390 | 2,423 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $461,672 | 4,532 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $317,439 | 3,996 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $229,529 | 3,296 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $349,683 | 4,844 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $349,139 | 4,738 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $309,439 | 4,631 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $324,057 | 4,611 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $277,282 | 4,393 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $306,283 | 4,134 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $298,241 | 3,770 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $270,598 | 3,791 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $239,343 | 3,538 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $220,254 | 2,927 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $823,199 | 13,582 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $911,125 | 17,747 | 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. | ||||||