Position in PJT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,402,210
+$178,567 QoQ
Shares Held
15,915
0.0% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#101
of 412 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MARTINGALE ASSET MANAGEMENT L P holds $33,273,156 across 8 Capital Markets names. PJT ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
189,880 | $17,520,227 | |
| 2 | SNEX |
StoneX Group Inc.
|
57,724 | $4,560,235 | |
| 3 | PIPR |
Piper Sandler Companies
|
36,800 | $2,662,112 | |
| 4 | SF |
Stifel Financial Corp
|
37,900 | $2,644,283 | |
| 5 | PJT |
PJT Partners Inc.
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|
15,915 | $2,402,210 | |
| 6 | EVR |
Evercore Inc.
|
5,253 | $1,793,584 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
14,272 | $1,242,234 | |
| 8 | XP |
XP Inc.
|
27,569 | $448,271 |
All Filings in PJT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,402,210 | 15,915 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,223,643 | 15,915 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,779,700 | 16,625 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,987,996 | 16,812 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,960,774 | 17,943 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,460,054 | 17,842 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,085,500 | 19,552 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,037,218 | 22,778 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,468,440 | 22,875 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,156,196 | 22,875 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,330,276 | 22,875 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,832,283 | 23,065 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,606,246 | 23,065 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,650,623 | 22,865 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,677,552 | 22,765 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,520,756 | 22,759 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,578,348 | 22,458 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,398,612 | 22,158 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,746,738 | 37,073 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,996,607 | 37,879 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,279,700 | 17,928 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $631,039 | 9,328 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $724,507 | 9,628 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,971,587 | 49,028 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,620,343 | 89,995 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $4,430,205 | 102,102 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||