Position in RJF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,536,073
+$225,981 QoQ
Shares Held
42,992
-1.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#188
of 899 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ancora Advisors LLC holds $27,846,776 across 37 Asset Management names. RJF ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
347,907 | $10,496,354 | |
| 2 | RJF |
Raymond James Financial Inc
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|
42,992 | $6,536,073 | |
| 3 | KKR |
KKR & Co. Inc.
|
42,298 | $3,882,109 | |
| 4 | GDL |
Gdl Fund
|
148,158 | $1,254,898 | |
| 5 | ADX |
Adams Diversified Equity Fund, Inc.
|
40,046 | $1,023,175 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
22,184 | $994,952 | |
| 7 | AMP |
Ameriprise Financial Inc
|
1,603 | $735,392 | |
| 8 | TPG |
TPG Inc.
|
13,000 | $527,150 |
All Filings in RJF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,536,073 | 42,992 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,310,092 | 43,581 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,085,391 | 44,121 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,574,033 | 43,882 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,690,305 | 43,622 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,031,888 | 43,423 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,077,130 | 39,124 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,717,648 | 38,524 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,761,951 | 38,524 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,030,596 | 39,173 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $4,535,485 | 40,677 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,007,859 | 39,907 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,182,656 | 40,307 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,337,531 | 25,062 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $4,048,546 | 37,890 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,567,652 | 96,819 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,903,855 | 110,769 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,231,398 | 147,679 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,875,147 | 158,119 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,106,436 | 142,029 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,579,746 | 104,540 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $13,020,166 | 106,235 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $9,054,686 | 94,645 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $6,249,360 | 85,890 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $5,347,819 | 77,696 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $5,083,551 | 80,436 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||