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Equibles

Arkadios Wealth Advisors

Position in PJT — PJT Partners Inc.

CIK 1800798 ATLANTA, GA
Back to PJT Full portfolio

Position in PJT

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$3,782,253
+$494,503 QoQ
Shares Held
25,058
+6.5% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#82
of 415 holders
Holding Since
Dec 2020
9 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, 2026

Arkadios Wealth Advisors holds $36,142,998 across 15 Capital Markets names. PJT ranks #4 (10.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 11,409 $11,538,719
2 MS
Morgan Stanley
 28,638 $5,986,486
3 SCHW
Schwab Charles Corp
 42,544 $3,925,534
4 PJT
PJT Partners Inc.
This page 		25,058 $3,782,253
5 IBKR
Interactive Brokers Group, Inc.
 39,450 $3,433,727
6 HOOD
Robinhood Markets, Inc.
 30,507 $3,059,241
7 SNEX
StoneX Group Inc.
 23,958 $1,892,682
8 VIRT
Virtu Financial, Inc.
 11,350 $676,118

All Filings in PJT

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,782,253 25,058
2026-03-31 $3,287,750 23,531
2025-12-31 $3,520,396 21,055
2025-09-30 $3,483,152 19,598
2025-06-30 $693,041 4,200
2021-09-30 $632 8
2021-06-30 $571 8
2021-03-31 $541 8
2020-12-31 $602 8