STALEY CAPITAL ADVISERS INC
Position in RJF — Raymond James Financial Inc
CIK 1106565
PITTSBURGH, PA
Position in RJF
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$904,937
-$98,750 QoQ
Shares Held
6,250
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 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 Mar 31, 2026STALEY CAPITAL ADVISERS INC holds $7,993,093 across 9 Asset Management names. RJF ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
45,000 | $4,162,500 | |
| 2 | NML |
Neuberger Energy Infrastructure & Income Fund Inc.
|
115,000 | $1,208,650 | |
| 3 | RJF |
Raymond James Financial Inc
This page
|
6,250 | $904,937 | |
| 4 | FHI |
Federated Hermes, Inc.
|
11,054 | $626,872 | |
| 5 | BLK |
BlackRock, Inc.
|
412 | $396,224 | |
| 6 | NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
|
26,000 | $265,460 | |
| 7 | NUV |
Nuveen Municipal Value Fund Inc
|
20,000 | $179,800 | |
| 8 | PMO |
Franklin Municipal Opportunities Trust
|
12,500 | $128,750 |
All Filings in RJF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $904,937 | 6,250 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,003,687 | 6,250 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,078,750 | 6,250 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $958,562 | 6,250 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $868,187 | 6,250 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $970,812 | 6,250 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $765,375 | 6,250 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $772,562 | 6,250 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $802,625 | 6,250 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $696,875 | 6,250 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $627,988 | 6,253 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $648,562 | 6,250 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $582,937 | 6,250 | Shares | Sole | 2023-05-10 | |
| 2022-09-30 | $617,625 | 6,250 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $558,812 | 6,250 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||