Edgestream Partners, L.P.

Position in RJF — Raymond James Financial Inc

CIK 1535061 Princeton, NJ

Position in RJF

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,635,546

+$4,389,693 QoQ

Shares Held

30,491

+1695.7% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#228

of 899 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Edgestream Partners, L.P. holds $52,662,841 across 15 Asset Management names. RJF ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTRS	Northern Trust Corp	81,628	$14,190,211
2	STT	State Street Corp	69,094	$11,718,342
3	KKR	KKR & Co. Inc.	51,480	$4,724,834
4	RJF	Raymond James Financial Inc This page	30,491	$4,635,546
5	APAM	Artisan Partners Asset Management Inc.	114,667	$3,959,451
6	BX	Blackstone Inc.	32,199	$3,788,856
7	AMP	Ameriprise Financial Inc	5,232	$2,400,232
8	OWL	Blue Owl Capital Inc.	256,312	$2,242,730

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,635,546	30,491	+1695.7%	Shares	Sole	2026-08-11
2026-03-31	$245,853	1,698	-73.6%	Shares	Sole	2026-05-18
2025-09-30	$1,110,335	6,433	-73.4%	Shares	Sole	2025-11-12
2025-06-30	$3,706,339	24,166	+47.3%	Shares	Sole	2025-08-13
2025-03-31	$2,278,679	16,404	+2.5%	Shares	Sole	2025-05-02
2024-09-30	$1,958,992	15,997	-51.6%	Shares	Sole	2024-11-14
2024-06-30	$4,086,422	33,059	+183.8%	Shares	Sole	2024-08-09
2023-12-31	$1,298,752	11,648	-80.9%	Shares	Sole	2024-02-14
2023-03-31	$5,685,272	60,955	+425.3%	Shares	Sole	2023-05-15
2022-12-31	$1,239,887	11,604	+46.6%	Shares	Sole	2023-02-13
2020-12-31	$757,515	7,918	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.