Position in RJF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$975,576
+$75,996 QoQ
Shares Held
6,417
+3.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#417
of 897 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Empirical Finance, LLC holds $26,074,956 across 10 Asset Management names. RJF ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSWC |
Capital Southwest Corp
|
525,500 | $12,491,135 | |
| 2 | BLK |
BlackRock, Inc.
|
5,024 | $4,830,877 | |
| 3 | STT |
State Street Corp
|
11,307 | $1,917,667 | |
| 4 | AMP |
Ameriprise Financial Inc
|
3,632 | $1,666,216 | |
| 5 | NTRS |
Northern Trust Corp
|
7,285 | $1,266,424 | |
| 6 | RJF |
Raymond James Financial Inc
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|
6,417 | $975,576 | |
| 7 | TROW |
Price T Rowe Group Inc
|
7,956 | $904,517 | |
| 8 | PFG |
Principal Financial Group Inc
|
8,037 | $866,227 |
All Filings in RJF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,576 | 6,417 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $899,580 | 6,213 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,000,315 | 6,229 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,120,174 | 6,490 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $986,629 | 6,433 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $887,634 | 6,390 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $965,220 | 6,214 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $770,640 | 6,293 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $760,448 | 6,152 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $849,241 | 6,613 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $712,150 | 6,387 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $637,027 | 6,343 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $588,272 | 5,669 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $467,562 | 5,013 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $507,537 | 4,750 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $427,198 | 4,323 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $315,796 | 3,532 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $364,021 | 3,312 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $294,874 | 2,937 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $215,196 | 2,332 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||