Position in PJT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,952,143
-$568,754 QoQ
Shares Held
21,129
+0.3% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Cresset Asset Management, LLC holds $132,653,137 across 25 Capital Markets names. PJT ranks #9 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
442,836 | $41,617,727 | |
| 2 | GS |
Goldman Sachs Group Inc
|
37,429 | $31,664,559 | |
| 3 | EVR |
Evercore Inc.
|
40,780 | $12,173,237 | |
| 4 | WULF |
Terawulf Inc.
|
541,094 | $7,807,986 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
109,256 | $7,571,440 | |
| 6 | TW |
Tradeweb Markets Inc.
|
63,079 | $7,421,875 | |
| 7 | MS |
Morgan Stanley
|
34,688 | $5,708,604 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
57,932 | $3,885,499 |
All Filings in PJT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||