Position in RJF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$352,405
+$40,817 QoQ
Shares Held
2,318
+7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#578
of 897 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Advisory Alpha, LLC holds $3,560,355 across 4 Asset Management names. RJF ranks #3 (9.9% of the industry book) .
All Filings in RJF
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,405 | 2,318 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $311,588 | 2,152 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $243,615 | 1,517 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $239,223 | 1,386 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||