Position in PJT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,638,129
-$314,014 QoQ
Shares Held
17,478
-17.3% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#93
of 415 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cresset Asset Management, LLC holds $155,120,801 across 26 Capital Markets names. PJT ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
445,551 | $41,110,990 | |
| 2 | GS |
Goldman Sachs Group Inc
|
37,388 | $37,813,101 | |
| 3 | EVR |
Evercore Inc.
|
41,232 | $14,078,254 | |
| 4 | WULF |
Terawulf Inc.
|
541,248 | $13,368,825 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
113,754 | $11,407,251 | |
| 6 | MS |
Morgan Stanley
|
39,129 | $8,179,526 | |
| 7 | HUT |
Hut 8 Corp.
|
57,695 | $6,660,599 | |
| 8 | TW |
Tradeweb Markets Inc.
|
47,481 | $4,731,956 |
All Filings in PJT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,638,129 | 17,478 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,952,143 | 21,129 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,520,897 | 21,058 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,735,706 | 21,019 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $3,373,794 | 20,446 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $1,445,396 | 10,483 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,578,415 | 10,002 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,412,470 | 10,593 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,132,839 | 10,498 | Shares | Defined | 2024-08-14 | |
| 2021-06-30 | $218,993 | 3,068 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $207,550 | 3,068 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $230,867 | 3,068 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||