Position in PJT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,908,817
+$2,820,500 QoQ
Shares Held
92,148
+16.1% QoQ
Ownership
0.360%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,661,176,885 across 55 Capital Markets names. PJT ranks #18 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,532,973 | $1,550,402,899 | |
| 2 | MS |
Morgan Stanley
|
4,469,936 | $934,395,418 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,189,572 | $294,301,805 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,273,543 | $197,889,180 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,189,360 | $119,269,018 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
387,223 | $109,072,972 | |
| 7 | MC |
Moelis & Co
|
930,431 | $60,868,795 | |
| 8 | IREN |
IREN Ltd
|
1,290,811 | $59,028,785 |
All Filings in PJT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,908,817 | 92,148 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $11,088,317 | 79,361 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $18,189,519 | 108,789 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $17,843,912 | 100,399 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,748,513 | 101,500 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $15,656,273 | 113,550 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $16,299,404 | 103,285 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $18,261,312 | 136,953 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $16,199,015 | 150,116 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $11,303,941 | 119,923 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $13,410,979 | 131,648 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $11,139,313 | 140,223 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,698,591 | 124,908 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $5,648,938 | 78,251 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,501,693 | 74,660 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,109,389 | 76,465 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,121,724 | 72,876 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,240,852 | 83,030 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,546,516 | 88,359 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,770,073 | 85,578 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,276,012 | 87,924 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,236,450 | 106,969 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $8,581,584 | 114,041 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $7,140,523 | 117,811 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $4,700,791 | 91,562 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,280,716 | 75,610 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||