Pinnacle Wealth Management Advisory Group, LLC
Position in RJF — Raymond James Financial Inc
CIK 1631864
RED BANK, NJ
Position in RJF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$346,932
+$37,806 QoQ
Shares Held
2,282
+6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#582
of 899 holders
Holding Since
Jun 2022
17 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, 2026Pinnacle Wealth Management Advisory Group, LLC holds $10,228,337 across 9 Asset Management names. RJF ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
7,193 | $6,916,501 | |
| 2 | TROW |
Price T Rowe Group Inc
|
4,681 | $532,182 | |
| 3 | BX |
Blackstone Inc.
|
4,161 | $489,624 | |
| 4 | NTRS |
Northern Trust Corp
|
2,704 | $470,063 | |
| 5 | OTF |
Blue Owl Technology Finance Corp.
|
44,161 | $457,066 | |
| 6 | STT |
State Street Corp
|
2,427 | $411,619 | |
| 7 | AMP |
Ameriprise Financial Inc
|
855 | $392,239 | |
| 8 | RJF |
Raymond James Financial Inc
This page
|
2,282 | $346,932 |
All Filings in RJF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,932 | 2,282 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $309,126 | 2,135 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $550,502 | 3,428 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $584,941 | 3,389 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $516,090 | 3,365 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $436,455 | 3,142 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $469,251 | 3,021 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $369,951 | 3,021 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $376,392 | 3,045 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $382,820 | 2,981 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $332,158 | 2,979 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $277,186 | 2,760 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $284,848 | 2,745 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $333,720 | 3,578 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $309,544 | 2,897 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $274,225 | 2,775 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $207,073 | 2,316 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||