Position in RJF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,992,744
-$4,314,910 QoQ
Shares Held
13,763
-65.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WINTON GROUP Ltd holds $40,178,484 across 23 Asset Management names. RJF ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQH |
Equitable Holdings, Inc.
|
195,985 | $7,273,003 | |
| 2 | IVZ |
Invesco Ltd.
|
222,960 | $5,415,698 | |
| 3 | CG |
Carlyle Group Inc.
|
92,262 | $4,464,558 | |
| 4 | APO |
Apollo Global Management, Inc.
|
35,333 | $3,936,802 | |
| 5 | STT |
State Street Corp
|
26,557 | $3,361,053 | |
| 6 | ARCC |
Ares Capital Corp
|
113,302 | $2,041,702 | |
| 7 | RJF |
Raymond James Financial Inc
This page
|
13,763 | $1,992,744 | |
| 8 | AMP |
Ameriprise Financial Inc
|
4,354 | $1,934,917 |
All Filings in RJF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,992,744 | 13,763 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,307,654 | 39,278 | Shares | Sole | 2026-02-11 | |
| 2021-12-31 | $14,638,721 | 145,804 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,652,103 | 126,269 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $361,208 | 4,171 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $620,889 | 7,599 | Shares | Sole | 2021-07-21 | |
| 2020-12-31 | $193,062 | 3,027 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $872,732 | 17,992 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,450,432 | 31,609 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,159,634 | 27,523 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||