RAYMOND JAMES FINANCIAL INC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 720005
ST. PETERSBURG, FL
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,178,176
-$174,166 QoQ
Shares Held
63,301
-11.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 122 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,178,176 | 63,301 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,352,342 | 71,786 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $12,612,734 | 140,830 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $3,251,219 | 36,887 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,013,492 | 36,133 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,375,562 | 44,125 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $20,593,763 | 268,813 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||