Position in PJT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,554,204
+$375,970 QoQ
Shares Held
16,922
+8.5% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 415 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,258,529,030 across 34 Capital Markets names. PJT ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,652,591 | $345,457,619 | |
| 2 | GS |
Goldman Sachs Group Inc
|
323,806 | $327,487,671 | |
| 3 | SF |
Stifel Financial Corp
|
3,886,981 | $271,194,663 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,104,683 | $101,929,097 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
628,812 | $54,731,794 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
162,530 | $45,781,447 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
207,821 | $20,840,288 | |
| 8 | CLSK |
Cleanspark, Inc.
|
839,123 | $12,209,239 |
All Filings in PJT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,554,204 | 16,922 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,178,234 | 15,590 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,433,594 | 14,555 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,266,220 | 46,510 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,955,037 | 11,848 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,628,637 | 11,812 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,716,182 | 10,875 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $966,579 | 7,249 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $632,566 | 5,862 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $287,302 | 3,048 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $310,701 | 3,050 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $251,347 | 3,164 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||