Arbor Investment Advisors, LLC
Position in RJF — Raymond James Financial Inc
CIK 1590073
WINSTON SALEM, NC
Position in RJF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$331,577
+$15,791 QoQ
Shares Held
2,181
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#594
of 899 holders
Holding Since
Sep 2021
19 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, 2026Arbor Investment Advisors, LLC holds $603,926 across 2 Asset Management names. RJF ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
This page
|
2,181 | $331,577 | |
| 2 | APO |
Apollo Global Management, Inc.
|
2,302 | $272,349 |
All Filings in RJF
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,577 | 2,181 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $315,786 | 2,181 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $350,246 | 2,181 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $376,440 | 2,181 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $334,806 | 2,183 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $303,240 | 2,183 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $338,774 | 2,181 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $267,085 | 2,181 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $269,593 | 2,181 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $280,084 | 2,181 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $243,181 | 2,181 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $219,037 | 2,181 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $226,322 | 2,181 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $203,421 | 2,181 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $233,039 | 2,181 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $215,526 | 2,181 | Shares | Sole | 2022-11-01 | |
| 2022-03-31 | $239,713 | 2,181 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $218,972 | 2,181 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $201,262 | 2,181 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||