Waverly Advisors, LLC

Position in RJF — Raymond James Financial Inc

CIK 1568787 BIRMINGHAM, AL

Position in RJF

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$7,557,748

-$839,181 QoQ

Shares Held

52,198

-0.2% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0.17050461703513545.ToString("F0")% Shared 0.ToString("F0")% None 99.82949538296486.ToString("F0")%

Financial Services · as of Mar 31, 2026

Waverly Advisors, LLC holds $113,231,303 across 79 Asset Management names. RJF ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	21,609	$20,781,591
2	BX	Blackstone Inc.	138,051	$15,874,484
3	KKR	KKR & Co. Inc.	113,145	$10,465,912
4	RJF	Raymond James Financial Inc This page	52,198	$7,557,748
5	HASI	HA Sustainable Infrastructure Capital, Inc.	203,785	$7,489,098
6	STT	State Street Corp	39,280	$4,971,276
7	ARCC	Ares Capital Corp	186,373	$3,358,441
8	PSLV	Sprott Physical Silver Trust	118,250	$2,884,117

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,557,748	52,198	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$8,396,929	52,288	+20.0%	Shares	Sole	2026-02-17
2025-09-30	$7,523,288	43,588	+2.1%	Shares	Sole	2025-11-14
2025-06-30	$6,544,603	42,672	+0.8%	Shares	Sole	2025-08-14
2025-03-31	$5,878,392	42,318	+169.8%	Shares	Sole	2025-05-15
2024-12-31	$2,436,505	15,686	+655.6%	Shares	Sole	2025-02-14
2024-06-30	$256,613	2,076	+3.9%	Shares	Sole	2024-08-14
2024-03-31	$256,710	1,999	-0.2%	Shares	Sole	2024-05-15
2023-12-31	$223,445	2,004	—	Shares	Other	2024-02-14
No filing history on record for this holder in this stock.