Position in PJT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,983,647
-$4,425,723 QoQ
Shares Held
42,826
-31.2% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 88%
None 12%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026AMERIPRISE FINANCIAL INC holds $5,487,886,527 across 38 Capital Markets names. PJT ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
13,916,490 | $2,290,236,755 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,568,300 | $1,326,766,113 | |
| 3 | SCHW |
Schwab Charles Corp
|
8,773,763 | $824,558,242 | |
| 4 | SNEX |
StoneX Group Inc.
|
1,487,960 | $180,005,958 | |
| 5 | HUT |
Hut 8 Corp.
|
2,911,391 | $136,573,350 | |
| 6 | MC |
Moelis & Co
|
2,147,192 | $122,389,944 | |
| 7 | LAZ |
Lazard, Inc.
|
2,153,927 | $91,498,818 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
264,733 | $79,639,627 |
All Filings in PJT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,983,647 | 42,826 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,409,370 | 62,257 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $11,896,534 | 66,936 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,156,121 | 73,669 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,782,773 | 56,446 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $9,424,412 | 59,720 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,635,831 | 94,764 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,115,053 | 103,003 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,951,503 | 116,184 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $12,341,142 | 121,146 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,761,712 | 59,941 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,409,186 | 63,314 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,716,677 | 65,337 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $5,200,155 | 70,568 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,876,428 | 58,013 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,469,343 | 20,907 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,128,300 | 65,404 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,172,444 | 69,813 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,530,421 | 69,908 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,285,549 | 46,029 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $853,404 | 12,615 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $773,719 | 10,282 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,035,339 | 17,082 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $482,081 | 9,390 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $255,956 | 5,899 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||