OSTERWEIS CAPITAL MANAGEMENT INC
Position in RJF — Raymond James Financial Inc
CIK 1007524
SAN FRANCISCO, CA
Position in RJF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,653
-$13,429 QoQ
Shares Held
445
-20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#712
of 897 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $269,925 across 5 Asset Management names. RJF ranks #2 (25.1% of the industry book) .
All Filings in RJF
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,653 | 445 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $81,082 | 560 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||