CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in PJT — PJT Partners Inc.

CIK 1766904 RICHMOND, VA

Position in PJT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$5,583

+$1,253 QoQ

Shares Held

+19.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#337

of 412 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 35% Shared 0% None 65%

Financial Services · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,689,485 across 6 Capital Markets names. PJT ranks #6 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,067	$1,079,126
2	MS	Morgan Stanley	4,920	$1,028,470
3	SCHW	Schwab Charles Corp	4,832	$445,843
4	HOOD	Robinhood Markets, Inc.	1,226	$122,941
5	PIPR	Piper Sandler Companies	104	$7,522
6	PJT	PJT Partners Inc. This page	37	$5,583

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,583	37	+19.4%	Shares	Other	2026-07-17
2026-03-31	$4,330	31	+19.2%	Shares	Other	2026-04-29
2025-12-31	$4,346	26	-18.8%	Shares	Other	2026-02-09
2025-09-30	$5,686	32	+23.1%	Shares	Other	2025-11-10
2025-06-30	$4,290	26	+1200.0%	Shares	Other	2025-08-13
2025-03-31	$275	2	-99.5%	Shares	Other	2025-05-09
2023-09-30	$32,729	412	0.0%	Shares	Defined	2023-11-13
2023-06-30	$28,691	412	0.0%	Shares	Defined	2023-08-10
2023-03-31	$29,742	412	0.0%	Shares	Defined	2023-05-12
2022-12-31	$30,360	412	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.