Position in RJF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,858,299
-$349,968 QoQ
Shares Held
19,741
-1.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 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, 2026Gotham Asset Management, LLC holds $124,600,522 across 22 Asset Management names. RJF ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
264,769 | $30,445,787 | |
| 2 | APO |
Apollo Global Management, Inc.
|
272,790 | $30,394,261 | |
| 3 | BLK |
BlackRock, Inc.
|
20,285 | $19,508,287 | |
| 4 | PFG |
Principal Financial Group Inc
|
178,451 | $16,080,219 | |
| 5 | KKR |
KKR & Co. Inc.
|
49,370 | $4,566,725 | |
| 6 | TROW |
Price T Rowe Group Inc
|
36,204 | $3,263,428 | |
| 7 | STT |
State Street Corp
|
24,490 | $3,099,454 | |
| 8 | RJF |
Raymond James Financial Inc
This page
|
19,741 | $2,858,299 |
All Filings in RJF
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,858,299 | 19,741 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,208,267 | 19,978 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,393,143 | 19,659 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,020,775 | 19,696 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,734,721 | 19,687 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,966,803 | 19,100 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,164,480 | 17,675 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,160,579 | 17,479 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,193,028 | 17,077 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,884,907 | 16,905 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,960,192 | 19,518 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,025,901 | 19,523 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,174,123 | 23,310 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,014,443 | 18,853 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,889,240 | 19,118 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,597,220 | 17,864 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,354,782 | 30,523 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,929,973 | 29,183 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,851,229 | 20,061 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $752,727 | 8,692 | Shares | Sole | 2021-08-16 | |
| 2020-03-31 | $224,528 | 5,329 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||