BOK Financial Private Wealth, Inc.
Position in RJF — Raymond James Financial Inc
CIK 1317348
DENVER, CO
Position in RJF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$485,915
-$143,116 QoQ
Shares Held
3,356
-14.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 86.1144219308701.ToString("F0")%
Shared 0.ToString("F0")%
None 13.885578069129917.ToString("F0")%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026BOK Financial Private Wealth, Inc. holds $1,593,635 across 9 Asset Management names. RJF ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
843 | $810,721 | |
| 2 | RJF |
Raymond James Financial Inc
This page
|
3,356 | $485,915 | |
| 3 | DSL |
DoubleLine Income Solutions Fund
|
6,056 | $65,586 | |
| 4 | MCI |
Barings Corporate Investors
|
2,825 | $48,703 | |
| 5 | BX |
Blackstone Inc.
|
400 | $45,996 | |
| 6 | CG |
Carlyle Group Inc.
|
882 | $42,679 | |
| 7 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
1,719 | $42,201 | |
| 8 | PCN |
Pimco Corporate & Income Strategy Fund
|
3,412 | $40,602 |
All Filings in RJF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $485,915 | 3,356 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $629,031 | 3,917 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $681,597 | 3,949 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $628,356 | 4,097 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $439,650 | 3,165 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,047 | 84 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,572 | 70 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $58,838 | 476 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||