United Asset Strategies, Inc.
Position in RJF — Raymond James Financial Inc
CIK 1539948
GARDEN CITY, NY
Position in RJF
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,349,122
+$1,974,566 QoQ
Shares Held
28,607
+74.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#235
of 897 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026United Asset Strategies, Inc. holds $6,437,996 across 3 Asset Management names. RJF ranks #1 (67.6% of the industry book) .
All Filings in RJF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,349,122 | 28,607 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,374,556 | 16,400 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,557,716 | 15,927 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||