Rehmann Capital Advisory Group
Position in RJF — Raymond James Financial Inc
CIK 1633037
LANSING, MI
Position in RJF
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$587,139
+$56,919 QoQ
Shares Held
3,862
+5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#489
of 899 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Rehmann Capital Advisory Group holds $9,333,854 across 10 Asset Management names. RJF ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
25,721 | $3,026,590 | |
| 2 | APO |
Apollo Global Management, Inc.
|
17,611 | $2,083,557 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
41,954 | $1,265,752 | |
| 4 | BLK |
BlackRock, Inc.
|
822 | $790,402 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
16,400 | $659,772 | |
| 6 | RJF |
Raymond James Financial Inc
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|
3,862 | $587,139 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
27,553 | $358,464 | |
| 8 | STT |
State Street Corp
|
1,659 | $281,366 |
All Filings in RJF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,139 | 3,862 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $530,220 | 3,662 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $501,843 | 3,125 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $592,708 | 3,434 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $465,631 | 3,036 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $368,944 | 2,656 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $384,286 | 2,474 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $279,208 | 2,280 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $274,537 | 2,221 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $295,751 | 2,303 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $231,808 | 2,079 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $213,112 | 2,122 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $215,841 | 2,080 | Shares | Sole | 2023-08-23 | |
| 2022-12-31 | $228,659 | 2,140 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $219,973 | 2,226 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $213,005 | 1,938 | Shares | Sole | 2022-06-03 | |
| 2021-12-31 | $201,502 | 2,007 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||