Position in PJT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$717,266
+$91,740 QoQ
Shares Held
4,752
+6.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#174
of 414 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026First Bank & Trust holds $4,822,766 across 7 Capital Markets names. PJT ranks #4 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,036 | $1,047,779 | |
| 2 | MS |
Morgan Stanley
|
4,274 | $893,436 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
14,456 | $861,143 | |
| 4 | PJT |
PJT Partners Inc.
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|
4,752 | $717,266 | |
| 5 | SCHW |
Schwab Charles Corp
|
5,733 | $528,983 | |
| 6 | EVR |
Evercore Inc.
|
1,200 | $409,728 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
2,717 | $364,431 |
All Filings in PJT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,266 | 4,752 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $625,526 | 4,477 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $759,422 | 4,542 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $853,104 | 4,800 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $863,827 | 5,235 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $715,045 | 5,186 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $805,777 | 5,106 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $703,235 | 5,274 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $575,915 | 5,337 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $500,614 | 5,311 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $540,420 | 5,305 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $416,345 | 5,241 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $391,516 | 5,622 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $407,873 | 5,650 | Shares | Defined | 2023-04-25 | |
| 2022-12-31 | $424,748 | 5,764 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $387,488 | 5,799 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $402,773 | 5,731 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $376,762 | 5,969 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $408,012 | 5,507 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $420,627 | 5,317 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $379,527 | 5,317 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $359,695 | 5,317 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $390,999 | 5,196 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $317,050 | 5,231 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $275,643 | 5,369 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $288,282 | 6,644 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||