Position in PJT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$243,164
+$36,239 QoQ
Shares Held
1,611
+8.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#245
of 412 holders
Holding Since
Dec 2025
3 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, 2026Turtle Creek Wealth Advisors, LLC holds $7,386,653 across 7 Capital Markets names. PJT ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
15,505 | $3,241,165 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,173 | $2,197,707 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,760 | $716,015 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,673 | $368,328 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
4,094 | $356,341 | |
| 6 | EVR |
Evercore Inc.
|
773 | $263,933 | |
| 7 | PJT |
PJT Partners Inc.
This page
|
1,611 | $243,164 |
All Filings in PJT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,164 | 1,611 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $206,925 | 1,481 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $272,034 | 1,627 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||