FIRST UNITED BANK & TRUST
BankPosition in RJF — Raymond James Financial Inc
CIK 1214183
OAKLAND, MD
Position in RJF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$271,373
+$15,096 QoQ
Shares Held
1,785
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#628
of 897 holders
Holding Since
Mar 2025
6 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, 2026FIRST UNITED BANK & TRUST holds $1,453,260 across 8 Asset Management names. RJF ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
8,690 | $1,022,551 | |
| 2 | RJF |
Raymond James Financial Inc
This page
|
1,785 | $271,373 | |
| 3 | BLK |
BlackRock, Inc.
|
105 | $100,963 | |
| 4 | KKR |
KKR & Co. Inc.
|
267 | $24,505 | |
| 5 | TROW |
Price T Rowe Group Inc
|
175 | $19,895 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
141 | $6,005 | |
| 7 | DNP |
Dnp Select Income Fund Inc
|
401 | $4,326 | |
| 8 | USA |
Liberty All Star Equity Fund
|
627 | $3,642 |
All Filings in RJF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,373 | 1,785 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $256,277 | 1,770 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $342,055 | 2,130 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $314,995 | 1,825 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $381,890 | 2,490 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $146,549 | 1,055 | Shares | Defined | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||