Aft, Forsyth & Sober, LLC

Position in RJF — Raymond James Financial Inc

CIK 1566801 VALRICO, FL

Position in RJF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,508,495

+$119,460 QoQ

Shares Held

16,500

0.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#303

of 897 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aft, Forsyth & Sober, LLC holds $5,069,003 across 4 Asset Management names. RJF ranks #1 (49.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc This page	16,500	$2,508,495
2	STT	State Street Corp	10,750	$1,823,200
3	KKR	KKR & Co. Inc.	4,700	$431,366
4	BX	Blackstone Inc.	2,600	$305,942

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,508,495	16,500	0.0%	Shares	Sole	2026-08-14
2026-03-31	$2,389,035	16,500	0.0%	Shares	Sole	2026-05-14
2025-12-31	$2,649,735	16,500	0.0%	Shares	Sole	2026-02-13
2025-09-30	$2,847,900	16,500	0.0%	Shares	Sole	2025-11-05
2025-06-30	$2,530,605	16,500	+3.4%	Shares	Sole	2025-08-14
2025-03-31	$2,215,614	15,950	+1.3%	Shares	Sole	2025-05-12
2024-12-31	$2,446,447	15,750	0.0%	Shares	Sole	2025-02-14
2024-09-30	$1,928,745	15,750	0.0%	Shares	Sole	2024-11-14
2024-06-30	$1,946,857	15,750	0.0%	Shares	Sole	2024-08-02
2024-03-31	$2,022,615	15,750	-4.8%	Shares	Sole	2024-05-13
2023-12-31	$1,845,325	16,550	0.0%	Shares	Sole	2024-02-08
2023-09-30	$1,662,116	16,550	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,717,393	16,550	+5.1%	Shares	Sole	2023-08-10
2023-03-31	$1,469,002	15,750	-4.8%	Shares	Sole	2023-05-10
2022-12-31	$1,768,367	16,550	0.0%	Shares	Sole	2023-02-08
2022-09-30	$1,635,471	16,550	0.0%	Shares	Sole	2022-11-09
2022-06-30	$1,479,735	16,550	0.0%	Shares	Sole	2022-08-05
2022-03-31	$1,819,010	16,550	+5.1%	Shares	Sole	2022-05-05
2021-12-31	$1,581,300	15,750	0.0%	Shares	Sole	2022-02-11
2021-09-30	$1,453,410	15,750	+52.9%	Shares	Sole	2021-11-12
2021-06-30	$1,337,970	10,300	0.0%	Shares	Sole	2021-07-22
2021-03-31	$1,262,368	10,300	+98.1%	Shares	Sole	2021-04-22
2020-12-31	$497,484	5,200	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.