Position in PJT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,424,571
+$105,894 QoQ
Shares Held
9,438
0.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#138
of 412 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026National Philanthropic Trust holds $33,541,268 across 8 Capital Markets names. PJT ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
112,059 | $11,237,276 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,553 | $7,638,877 | |
| 3 | SCHW |
Schwab Charles Corp
|
63,328 | $5,843,274 | |
| 4 | SNEX |
StoneX Group Inc.
|
40,550 | $3,203,410 | |
| 5 | IREN |
IREN Ltd
|
44,146 | $2,018,796 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
30,807 | $1,929,442 | |
| 7 | PJT |
PJT Partners Inc.
This page
|
9,438 | $1,424,571 | |
| 8 | MS |
Morgan Stanley
|
1,175 | $245,622 |
All Filings in PJT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,424,571 | 9,438 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,318,677 | 9,438 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,578,033 | 9,438 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,677,415 | 9,438 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,557,364 | 9,438 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,301,311 | 9,438 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $1,489,410 | 9,438 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||