Position in PJT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$367,991
+$27,913 QoQ
Shares Held
2,438
+0.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#210
of 412 holders
Holding Since
Dec 2021
12 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, 2026Amplius Wealth Advisors, LLC holds $1,354,536 across 3 Capital Markets names. PJT ranks #3 (27.2% of the industry book) .
All Filings in PJT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,991 | 2,438 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $340,078 | 2,434 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $406,296 | 2,430 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $431,172 | 2,426 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $399,819 | 2,423 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $334,083 | 2,423 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $382,373 | 2,423 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $323,082 | 2,423 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $261,465 | 2,423 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $228,391 | 2,423 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $246,831 | 2,423 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $179,520 | 2,423 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||