Position in RJF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,316,769
-$5,899,806 QoQ
Shares Held
29,814
-53.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Bridgewater Associates, LP holds $138,436,077 across 20 Asset Management names. RJF ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
164,186 | $20,779,380 | |
| 2 | PFG |
Principal Financial Group Inc
|
220,922 | $19,907,281 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
477,453 | $19,322,522 | |
| 4 | SEIC |
Sei Investments Co
|
232,675 | $18,258,007 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
458,416 | $17,011,817 | |
| 6 | CRBG |
Corebridge Financial, Inc.
|
487,409 | $11,629,578 | |
| 7 | FHI |
Federated Hermes, Inc.
|
144,289 | $8,182,629 | |
| 8 | RJF |
Raymond James Financial Inc
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|
29,814 | $4,316,769 |
All Filings in RJF
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,316,769 | 29,814 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,216,575 | 63,619 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,592,585 | 32,402 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $16,412,633 | 118,153 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $2,309,228 | 18,857 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $343,017 | 2,775 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $6,776,640 | 63,422 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,869,395 | 39,156 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $441,685 | 4,940 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,533,535 | 23,051 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,637,994 | 36,235 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,419,496 | 80,402 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,036,426 | 46,610 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,521,395 | 43,098 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,302,260 | 20,418 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||