Position in PJT
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$490,976
-$95,060 QoQ
Shares Held
3,514
+0.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
17 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 Mar 31, 2026Principle Wealth Partners LLC holds $19,332,043 across 6 Capital Markets names. PJT ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,352 | $15,525,608 | |
| 2 | MS |
Morgan Stanley
|
12,332 | $2,029,477 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
9,917 | $687,248 | |
| 4 | SCHW |
Schwab Charles Corp
|
6,266 | $588,878 | |
| 5 | PJT |
PJT Partners Inc.
This page
|
3,514 | $490,976 | |
| 6 | ABTC |
American Bitcoin Corp.
|
160,000 | $9,856 |
All Filings in PJT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $490,976 | 3,514 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $586,036 | 3,505 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $622,943 | 3,505 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $575,059 | 3,485 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $480,511 | 3,485 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $549,967 | 3,485 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $464,689 | 3,485 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $343,477 | 3,183 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $297,390 | 3,155 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $321,399 | 3,155 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $250,633 | 3,155 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $219,714 | 3,155 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $227,759 | 3,155 | Shares | Sole | 2023-05-10 | |
| 2021-12-31 | $200,932 | 2,712 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $214,546 | 2,712 | Shares | Sole | 2021-11-16 | |
| 2020-12-31 | $204,078 | 2,712 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $5,134 | 100 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||