Position in BF-A
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,522,260
+$895,004 QoQ
Shares Held
56,822
+138.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BF-A Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $60,221,042 across 3 Beverages - Wineries & Distilleries names. BF-A ranks #2 (2.5% of the industry book) .
All Filings in BF-A
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,522,260 | 56,822 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $627,256 | 23,841 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $1,165,579 | 43,314 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $794,377 | 28,918 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $786,846 | 23,509 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $765,106 | 20,300 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||