Position in RJF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$216,171
-$23,589 QoQ
Shares Held
1,493
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Circle Wealth Management, LLC holds $1,572,982 across 4 Asset Management names. RJF ranks #4 (13.7% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,171 | 1,493 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $239,760 | 1,493 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $255,102 | 1,478 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||