Position in PJT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,830
-$520 QoQ
Shares Held
32
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#344
of 414 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $10,930,468 across 16 Capital Markets names. PJT ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,652 | $5,716,263 | |
| 2 | MS |
Morgan Stanley
|
23,965 | $5,009,643 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,186 | $109,432 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
533 | $53,449 | |
| 5 | SF |
Stifel Financial Corp
|
250 | $17,442 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
120 | $7,515 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
24 | $6,760 | |
| 8 | PJT |
PJT Partners Inc.
This page
|
32 | $4,830 |
All Filings in PJT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,830 | 32 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $5,350 | 32 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,687 | 32 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,280 | 32 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,412 | 32 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,049 | 32 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,266 | 32 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,453 | 32 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,016 | 32 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,259 | 32 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $2,542 | 32 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $2,228 | 32 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,310 | 32 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,358 | 32 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $2,248 | 32 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,019 | 32 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,370 | 32 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,531 | 32 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,284 | 32 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,164 | 32 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,408 | 32 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||