Position in RJF
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$677,327
-$167,536 QoQ
Shares Held
4,678
-11.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Bridgewater Advisors Inc. holds $9,464,986 across 12 Asset Management names. RJF ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
190,006 | $2,713,285 | |
| 2 | BX |
Blackstone Inc.
|
17,054 | $1,961,039 | |
| 3 | MFM |
Aberdeen Municipal Income Fund
|
127,250 | $685,877 | |
| 4 | RJF |
Raymond James Financial Inc
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|
4,678 | $677,327 | |
| 5 | MYN |
Blackrock Muniyield New York Quality Fund, Inc.
|
68,819 | $660,662 | |
| 6 | DSM |
Bny Mellon Strategic Municipal Bond Fund, Inc.
|
92,770 | $557,547 | |
| 7 | NBH |
Neuberger Municipal Fund Inc.
|
50,633 | $513,924 | |
| 8 | PMM |
Putnam Managed Municipal Income Trust
|
76,102 | $468,027 |
All Filings in RJF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $677,327 | 4,678 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $844,863 | 5,261 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $896,311 | 5,193 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $844,301 | 5,505 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $765,116 | 5,508 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||