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Equibles

Principle Wealth Partners LLC

Position in PJT — PJT Partners Inc.

CIK 1743413 MADISON, CT
Back to PJT Full portfolio

Position in PJT

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$530,403
+$39,427 QoQ
Shares Held
3,514
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#189
of 415 holders
Holding Since
Jun 2020
18 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

Principle Wealth Partners LLC holds $23,617,407 across 6 Capital Markets names. PJT ranks #4 (2.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 18,213 $18,420,081
2 MS
Morgan Stanley
 12,675 $2,649,582
3 HOOD
Robinhood Markets, Inc.
 14,046 $1,408,532
4 PJT
PJT Partners Inc.
This page 		3,514 $530,403
5 SCHW
Schwab Charles Corp
 4,753 $438,559
6 ABTC
American Bitcoin Corp.
 16,667 $170,250

All Filings in PJT

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $530,403 3,514
2026-03-31 $490,976 3,514
2025-12-31 $586,036 3,505
2025-09-30 $622,943 3,505
2025-06-30 $575,059 3,485
2025-03-31 $480,511 3,485
2024-12-31 $549,967 3,485
2024-09-30 $464,689 3,485
2024-06-30 $343,477 3,183
2024-03-31 $297,390 3,155
2023-12-31 $321,399 3,155
2023-09-30 $250,633 3,155
2023-06-30 $219,714 3,155
2023-03-31 $227,759 3,155
2021-12-31 $200,932 2,712
2021-09-30 $214,546 2,712
2020-12-31 $204,078 2,712
2020-06-30 $5,134 100