Position in RJF
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,909,200
-$208,339 QoQ
Shares Held
13,186
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Heritage Wealth Advisors holds $226,045,908 across 25 Asset Management names. RJF ranks #3 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
4,794,455 | $169,915,485 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
1,250,130 | $50,592,761 | |
| 3 | RJF |
Raymond James Financial Inc
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|
13,186 | $1,909,200 | |
| 4 | BLK |
BlackRock, Inc.
|
910 | $875,156 | |
| 5 | TY |
TRI-CONTINENTAL Corp
|
17,846 | $563,755 | |
| 6 | BX |
Blackstone Inc.
|
4,248 | $488,477 | |
| 7 | RPC |
Ridgepost Capital, Inc.
|
65,277 | $473,911 | |
| 8 | BAM |
Brookfield Asset Management Ltd.
|
6,648 | $295,503 |
All Filings in RJF
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,909,200 | 13,186 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,117,539 | 13,186 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,315,601 | 13,416 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,057,611 | 13,416 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,863,616 | 13,416 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,083,907 | 13,416 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,664,476 | 13,592 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,680,107 | 13,592 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $1,751,135 | 13,636 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $1,520,414 | 13,636 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $1,391,959 | 13,860 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $1,438,252 | 13,860 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $1,292,722 | 13,860 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,480,941 | 13,860 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $1,393,658 | 14,103 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,260,949 | 14,103 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,552,039 | 14,121 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,417,748 | 14,121 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $1,321,726 | 14,323 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,240,415 | 9,549 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,172,164 | 9,564 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $920,154 | 9,618 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $721,779 | 9,920 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $682,794 | 9,920 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $626,943 | 9,920 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||