OXFORD FINANCIAL GROUP, LTD. LLC
Position in RJF — Raymond James Financial Inc
CIK 1245862
INDIANAPOLIS, IN
Position in RJF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,096,592
+$52,222 QoQ
Shares Held
7,213
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#408
of 897 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $1,862,282 across 4 Asset Management names. RJF ranks #1 (58.9% of the industry book) .
All Filings in RJF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,096,592 | 7,213 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,044,370 | 7,213 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,176,642 | 7,327 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,329,883 | 7,705 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,159,170 | 7,558 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,049,881 | 7,558 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,067,272 | 6,871 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,235,866 | 10,092 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,420,526 | 11,492 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,430,470 | 11,139 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,237,538 | 11,099 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,114,672 | 11,099 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,175,921 | 11,332 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,057,588 | 11,339 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,213,816 | 11,360 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,116,567 | 11,299 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,010,601 | 11,303 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,247,258 | 11,348 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,139,339 | 11,348 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,042,671 | 11,299 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $978,536 | 7,533 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $923,244 | 7,533 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $723,839 | 7,566 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $548,101 | 7,533 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $518,496 | 7,533 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $476,085 | 7,533 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||