Florida Trust Wealth Management Co

Position in RJF — Raymond James Financial Inc

CIK 1651023 SANIBEL, FL

Position in RJF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,466,177

+$64,755 QoQ

Shares Held

9,644

-0.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#367

of 897 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $63,360,875 across 12 Asset Management names. RJF ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	1,162,657	$49,517,561
2	BAM	Brookfield Asset Management Ltd.	87,069	$3,905,043
3	BX	Blackstone Inc.	31,225	$3,674,245
4	KKR	KKR & Co. Inc.	20,730	$1,902,599
5	RJF	Raymond James Financial Inc This page	9,644	$1,466,177
6	AMP	Ameriprise Financial Inc	2,098	$962,477
7	ARES	Ares Management Corp	5,112	$569,016
8	APO	Apollo Global Management, Inc.	3,060	$362,028

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,466,177	9,644	-0.4%	Shares	Sole	2026-07-27
2026-03-31	$1,401,422	9,679	+0.4%	Shares	Sole	2026-05-15
2025-12-31	$1,548,729	9,644	+0.3%	Shares	Sole	2026-01-20
2025-09-30	$1,659,549	9,615	0.0%	Shares	Sole	2025-10-29
2025-06-30	$1,474,652	9,615	0.0%	Shares	Sole	2025-08-13
2025-03-31	$1,335,619	9,615	-1.9%	Shares	Sole	2025-04-15
2024-12-31	$1,522,544	9,802	0.0%	Shares	Sole	2025-01-15
2024-09-30	$1,200,352	9,802	+0.2%	Shares	Sole	2024-10-08
2024-06-30	$1,209,647	9,786	0.0%	Shares	Sole	2024-07-22
2024-03-31	$1,256,718	9,786	0.0%	Shares	Sole	2024-05-21
2023-12-31	$1,091,139	9,786	—	Shares	Sole	2024-02-16
No filing history on record for this holder in this stock.