UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in RJF — Raymond James Financial Inc
CIK 1463217
IRVING, TX
Position in RJF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,732,412
-$1,465,416 QoQ
Shares Held
11,965
-39.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $85,514,978 across 36 Asset Management names. RJF ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
241,478 | $22,336,715 | |
| 2 | ARES |
Ares Management Corp
|
131,949 | $14,395,635 | |
| 3 | BX |
Blackstone Inc.
|
87,690 | $10,083,473 | |
| 4 | BLK |
BlackRock, Inc.
|
8,457 | $8,133,181 | |
| 5 | NTRS |
Northern Trust Corp
|
41,704 | $5,820,627 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
265,309 | $2,934,317 | |
| 7 | AMP |
Ameriprise Financial Inc
|
6,423 | $2,854,381 | |
| 8 | RJF |
Raymond James Financial Inc
This page
|
11,965 | $1,732,412 |
All Filings in RJF
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,732,412 | 11,965 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,197,828 | 19,913 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,460,802 | 20,051 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,627,255 | 10,610 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,455,776 | 10,480 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,592,909 | 10,255 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,265,869 | 10,337 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,297,534 | 10,497 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,388,605 | 10,813 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,259,727 | 11,298 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $758,648 | 7,554 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $766,964 | 7,391 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $672,476 | 7,210 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $907,690 | 8,495 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $815,857 | 8,256 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $724,668 | 8,105 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $686,168 | 6,243 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $600,793 | 5,984 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,013,234 | 10,980 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $655,995 | 7,575 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $623,912 | 7,636 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $569,300 | 8,926 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $9,311,637 | 191,966 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,936,756 | 194,757 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $8,256,315 | 195,957 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||