Position in PJT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$15,094
+$1,122 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#301
of 412 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Key Financial Inc holds $1,654,124 across 8 Capital Markets names. PJT ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,044 | $636,317 | |
| 2 | GS |
Goldman Sachs Group Inc
|
626 | $633,117 | |
| 3 | SNEX |
StoneX Group Inc.
|
2,100 | $165,900 | |
| 4 | BGC |
BGC Group, Inc.
|
9,730 | $104,013 | |
| 5 | EVR |
Evercore Inc.
|
137 | $46,777 | |
| 6 | SCHW |
Schwab Charles Corp
|
476 | $43,920 | |
| 7 | PJT |
PJT Partners Inc.
This page
|
100 | $15,094 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
67 | $8,986 |
All Filings in PJT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,094 | 100 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,972 | 100 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $16,720 | 100 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $17,773 | 100 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $16,501 | 100 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $13,788 | 100 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $15,781 | 100 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $13,334 | 100 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $10,791 | 100 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $9,426 | 100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,187 | 100 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $7,944 | 100 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $6,964 | 100 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $7,219 | 100 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $7,369 | 100 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $6,682 | 100 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $7,028 | 100 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $6,312 | 100 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $7,409 | 100 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $7,911 | 100 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $7,138 | 100 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $6,765 | 100 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $7,525 | 100 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $4,339 | 100 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||