Position in PJT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,320
+$247 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#349
of 412 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $40,077,980 across 10 Capital Markets names. PJT ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
23,847 | $24,118,140 | |
| 2 | MS |
Morgan Stanley
|
58,308 | $12,188,704 | |
| 3 | SCHW |
Schwab Charles Corp
|
39,480 | $3,642,819 | |
| 4 | SF |
Stifel Financial Corp
|
877 | $61,188 | |
| 5 | BGC |
BGC Group, Inc.
|
4,000 | $42,760 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
37 | $10,422 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
87 | $8,724 | |
| 8 | PJT |
PJT Partners Inc.
This page
|
22 | $3,320 |
All Filings in PJT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,320 | 22 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,073 | 22 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,678 | 22 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,910 | 22 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,630 | 22 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,033 | 22 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,471 | 22 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,933 | 22 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,374 | 22 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,073 | 22 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||