Position in RJF
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,764,909
-$530,879 QoQ
Shares Held
19,096
-7.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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, 2026Atria Investments, Inc holds $57,245,901 across 36 Asset Management names. RJF ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
14,459 | $13,905,364 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
119,227 | $5,689,512 | |
| 3 | AMP |
Ameriprise Financial Inc
|
8,329 | $3,701,407 | |
| 4 | SEIC |
Sei Investments Co
|
39,457 | $3,096,190 | |
| 5 | RJF |
Raymond James Financial Inc
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|
19,096 | $2,764,909 | |
| 6 | APO |
Apollo Global Management, Inc.
|
23,746 | $2,645,779 | |
| 7 | KKR |
KKR & Co. Inc.
|
26,160 | $2,419,800 | |
| 8 | BX |
Blackstone Inc.
|
20,909 | $2,404,325 |
All Filings in RJF
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,764,909 | 19,096 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,295,788 | 20,523 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,711,245 | 21,502 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,862,776 | 25,186 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,524,007 | 25,369 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,137,214 | 26,635 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,855,285 | 31,482 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,760,834 | 30,425 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,017,876 | 31,287 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $2,539,970 | 22,780 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,125,701 | 21,166 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,148,454 | 20,704 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,182,144 | 23,396 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,359,568 | 22,083 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,925,013 | 19,480 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,608,396 | 17,989 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,190,836 | 19,933 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,428,892 | 14,232 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,235,721 | 13,391 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $791,350 | 9,138 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||