Position in PJT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$53,885
+$4,005 QoQ
Shares Held
357
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#280
of 412 holders
Holding Since
Mar 2026
2 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, 2026Cassaday & Co Wealth Management LLC holds $3,514,940 across 11 Capital Markets names. PJT ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,490 | $1,506,941 | |
| 2 | SCHW |
Schwab Charles Corp
|
14,046 | $1,296,024 | |
| 3 | MS |
Morgan Stanley
|
1,338 | $279,695 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
1,678 | $225,070 | |
| 5 | PJT |
PJT Partners Inc.
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|
357 | $53,885 | |
| 6 | SNEX |
StoneX Group Inc.
|
633 | $50,007 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
404 | $40,513 | |
| 8 | WULF |
Terawulf Inc.
|
1,409 | $34,802 |
All Filings in PJT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,885 | 357 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $49,880 | 357 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||