Gibbs Wealth Management

Position in PJT — PJT Partners Inc.

CIK 2081110 Alpharetta, GA

Position in PJT

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,282,210

+$476,474 QoQ

Shares Held

9,177

+90.4% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Gibbs Wealth Management holds $5,391,335 across 5 Capital Markets names. PJT ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	11,088	$1,824,752
2	PJT	PJT Partners Inc. This page	9,177	$1,282,210
3	HLI	Houlihan Lokey, Inc.	8,412	$1,208,131
4	LPLA	LPL Financial Holdings Inc.	1,830	$550,518
5	SCHW	Schwab Charles Corp	5,594	$525,724

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,282,210	9,177	+90.4%	Shares	Other	2026-05-13
2025-12-31	$805,736	4,819	-5.1%	Shares	Other	2026-01-23
2025-09-30	$902,512	5,078	-16.3%	Shares	Other	2025-10-30
2025-06-30	$1,000,785	6,065	+16.8%	Shares	Sole	2025-08-13
2025-03-31	$716,148	5,194	+45.5%	Shares	Other	2025-11-04
2024-12-31	$563,223	3,569	+32.2%	Shares	Other	2025-11-04
2024-09-30	$360,018	2,700	+16.6%	Shares	Other	2025-11-04
2024-06-30	$249,919	2,316	—	Shares	Other	2025-11-04
No filing history on record for this holder in this stock.