Position in RJF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,526,381
+$431,190 QoQ
Shares Held
10,040
+32.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#361
of 897 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Metis Global Partners, LLC holds $20,370,278 across 13 Asset Management names. RJF ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,992 | $4,800,107 | |
| 2 | BX |
Blackstone Inc.
|
22,685 | $2,669,343 | |
| 3 | STT |
State Street Corp
|
13,539 | $2,296,214 | |
| 4 | KKR |
KKR & Co. Inc.
|
20,663 | $1,896,450 | |
| 5 | TROW |
Price T Rowe Group Inc
|
14,009 | $1,592,683 | |
| 6 | RJF |
Raymond James Financial Inc
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|
10,040 | $1,526,381 | |
| 7 | APO |
Apollo Global Management, Inc.
|
10,868 | $1,285,793 | |
| 8 | ARES |
Ares Management Corp
|
9,252 | $1,029,840 |
All Filings in RJF
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,526,381 | 10,040 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,095,191 | 7,564 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,323,743 | 8,243 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,674,737 | 9,703 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,579,864 | 10,301 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,544,818 | 11,121 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,559,668 | 10,041 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $748,842 | 6,115 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $745,739 | 6,033 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $786,957 | 6,128 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $693,753 | 6,222 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $710,140 | 7,071 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $622,723 | 6,001 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $553,557 | 5,935 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $428,575 | 4,011 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $284,305 | 2,877 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $253,209 | 2,832 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $322,366 | 2,933 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||