Position in PJT
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,035,021
+$282,264 QoQ
Shares Held
14,565
+38.9% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $29,501,895 across 16 Capital Markets names. PJT ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MC |
Moelis & Co
|
95,168 | $5,424,576 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,358 | $5,378,804 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
51,477 | $3,567,356 | |
| 4 | SCHW |
Schwab Charles Corp
|
33,564 | $3,154,344 | |
| 5 | MS |
Morgan Stanley
|
17,559 | $2,889,684 | |
| 6 | PJT |
PJT Partners Inc.
This page
|
14,565 | $2,035,021 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
44,618 | $1,962,299 | |
| 8 | FUTU |
Futu Holdings Ltd
|
13,173 | $1,801,539 |
All Filings in PJT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,035,021 | 14,565 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,752,757 | 10,483 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,819,777 | 10,239 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,720,889 | 10,429 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,375,215 | 9,974 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,030,183 | 6,528 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $877,643 | 6,582 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $797,562 | 7,391 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||