Checchi Capital Advisers, LLC
Position in RJF — Raymond James Financial Inc
CIK 1598186
BEVERLY HILLS, CA
Position in RJF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$435,565
+$35,945 QoQ
Shares Held
2,865
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#533
of 899 holders
Holding Since
Mar 2021
22 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, 2026Checchi Capital Advisers, LLC holds $12,572,990 across 14 Asset Management names. RJF ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
38,085 | $4,505,836 | |
| 2 | KKR |
KKR & Co. Inc.
|
19,611 | $1,799,897 | |
| 3 | BLK |
BlackRock, Inc.
|
1,829 | $1,758,693 | |
| 4 | STT |
State Street Corp
|
4,681 | $793,897 | |
| 5 | BX |
Blackstone Inc.
|
4,459 | $524,690 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,131 | $518,857 | |
| 7 | RJF |
Raymond James Financial Inc
This page
|
2,865 | $435,565 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
9,330 | $397,364 |
All Filings in RJF
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,565 | 2,865 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $399,620 | 2,760 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $375,138 | 2,336 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $399,569 | 2,315 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $396,308 | 2,584 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $376,723 | 2,712 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $416,284 | 2,680 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $330,764 | 2,701 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $312,486 | 2,528 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $327,214 | 2,548 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $286,220 | 2,567 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $260,615 | 2,595 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $271,254 | 2,614 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $240,636 | 2,580 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $279,305 | 2,614 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $262,762 | 2,659 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $241,138 | 2,697 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $275,984 | 2,511 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $246,080 | 2,451 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $221,379 | 2,399 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $208,229 | 1,603 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $233,476 | 1,905 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||