Bragg Financial Advisors, Inc
Position in RJF — Raymond James Financial Inc
CIK 1327055
CHARLOTTE, NC
Position in RJF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,024,668
+$1,056,922 QoQ
Shares Held
98,827
+2.4% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#123
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, 2026Bragg Financial Advisors, Inc holds $54,656,806 across 6 Asset Management names. RJF ranks #1 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
This page
|
98,827 | $15,024,668 | |
| 2 | AMP |
Ameriprise Financial Inc
|
32,235 | $14,788,128 | |
| 3 | BLK |
BlackRock, Inc.
|
12,317 | $11,843,534 | |
| 4 | BX |
Blackstone Inc.
|
89,518 | $10,533,583 | |
| 5 | TROW |
Price T Rowe Group Inc
|
19,516 | $2,218,774 | |
| 6 | FDUS |
FIDUS INVESTMENT Corp
|
13,011 | $248,119 |
All Filings in RJF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,024,668 | 98,827 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,967,746 | 96,469 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,863,728 | 92,557 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,378,142 | 89,097 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,718,793 | 89,449 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,811,378 | 85,029 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,961,977 | 83,448 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,340,032 | 84,436 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,984,597 | 80,775 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $10,314,565 | 80,319 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,813,071 | 79,041 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,673,454 | 76,406 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,873,860 | 75,878 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,883,139 | 73,798 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,590,624 | 71,040 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $6,589,416 | 66,681 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,691,930 | 63,661 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,906,343 | 53,738 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,405,351 | 43,878 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,049,061 | 43,878 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,320,763 | 25,564 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,997,206 | 24,455 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,382,183 | 24,900 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,913,516 | 26,299 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,945,412 | 28,264 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,964,823 | 31,089 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||