Position in PJT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,171,642
-$226,195 QoQ
Shares Held
22,700
+11.7% QoQ
Ownership
0.088%
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 2%
Shared 0%
None 98%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026DEUTSCHE BANK AG\ holds $2,618,249,449 across 40 Capital Markets names. PJT ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
914,767 | $773,883,724 | |
| 2 | MS |
Morgan Stanley
|
4,121,871 | $678,336,303 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,313,406 | $499,353,888 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,752,907 | $190,776,452 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,060,183 | $71,106,470 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
698,676 | $66,660,675 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
167,681 | $50,443,471 | |
| 8 | FUTU |
Futu Holdings Ltd
|
325,038 | $44,452,194 |
All Filings in PJT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,171,642 | 22,700 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $3,397,837 | 20,322 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,522,429 | 19,819 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,928,101 | 17,745 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $5,986,472 | 43,418 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $7,153,842 | 45,332 | Shares | Defined | 2025-06-30 | |
| 2024-09-30 | $5,087,186 | 38,152 | Shares | Defined | 2025-06-26 | |
| 2024-06-30 | $3,298,160 | 30,564 | Shares | Defined | 2025-06-12 | |
| 2024-03-31 | $3,315,877 | 35,178 | Shares | Defined | 2025-06-02 | |
| 2023-12-31 | $2,654,629 | 26,059 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,010,714 | 12,723 | Shares | Defined | 2023-11-24 | |
| 2023-06-30 | $780,106 | 11,202 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,161,151 | 29,937 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $887,005 | 12,037 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $724,595 | 10,844 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $936,971 | 13,332 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $937,836 | 14,858 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,204,850 | 16,262 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $1,721,828 | 21,765 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $1,164,063 | 16,308 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,121,365 | 16,576 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,393,630 | 18,520 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $879,692 | 14,514 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $695,553 | 13,548 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $414,200 | 9,546 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||