Position in RJF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,250,044
-$1,485,538 QoQ
Shares Held
14,800
-42.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#308
of 897 holders
Holding Since
Sep 2021
17 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, 2026Cumberland Partners Ltd holds $14,043,168 across 4 Asset Management names. RJF ranks #4 (16.0% of the industry book) .
All Filings in RJF
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,250,044 | 14,800 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $3,735,582 | 25,800 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,673,169 | 29,100 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $3,210,360 | 18,600 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,395,667 | 9,100 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,069,607 | 7,700 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,351,371 | 8,700 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,114,386 | 9,100 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $902,353 | 7,300 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $719,152 | 5,600 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $713,600 | 6,400 | Shares | Defined | 2024-02-01 | |
| 2022-12-31 | $1,079,185 | 10,100 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $1,082,079 | 10,950 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,010,333 | 11,300 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,192,523 | 10,850 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $988,940 | 9,850 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $650,574 | 7,050 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||