Position in PJT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,287,750
-$232,646 QoQ
Shares Held
23,531
+11.8% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
8 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 Mar 31, 2026Arkadios Wealth Advisors holds $31,092,669 across 13 Capital Markets names. PJT ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,524 | $10,595,177 | |
| 2 | SCHW |
Schwab Charles Corp
|
68,094 | $6,399,473 | |
| 3 | MS |
Morgan Stanley
|
26,947 | $4,434,667 | |
| 4 | PJT |
PJT Partners Inc.
This page
|
23,531 | $3,287,750 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
43,413 | $2,911,709 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
16,844 | $1,167,288 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,975 | $594,138 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
12,364 | $543,767 |
All Filings in PJT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,287,750 | 23,531 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,520,396 | 21,055 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,483,152 | 19,598 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $693,041 | 4,200 | Shares | Sole | 2025-08-04 | |
| 2021-09-30 | $632 | 8 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $571 | 8 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $541 | 8 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $602 | 8 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||