World Investment Advisors

Position in RJF — Raymond James Financial Inc

CIK 1652594 SANTA BARBARA, CA

Position in RJF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,681,003

+$223,064 QoQ

Shares Held

30,790

+0.0% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#226

of 899 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

World Investment Advisors holds $97,268,277 across 84 Asset Management names. RJF ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	963,167	$18,174,961
2	BX	Blackstone Inc.	76,433	$8,993,871
3	PHYS	Sprott Physical Gold Trust	234,493	$7,074,653
4	RJF	Raymond James Financial Inc This page	30,790	$4,681,003
5	OTF	Blue Owl Technology Finance Corp.	429,025	$4,440,408
6	BLK	BlackRock, Inc.	3,891	$3,741,429
7	CSQ	Calamos Strategic Total Return Fund	170,261	$3,500,566
8	NIE	Virtus Equity & Convertible Income Fund	114,410	$3,073,052

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,681,003	30,790	+0.0%	Shares	Sole	2026-08-14
2026-03-31	$4,457,939	30,789	-2.0%	Shares	Sole	2026-04-27
2025-12-31	$5,043,168	31,404	+0.5%	Shares	Sole	2026-03-13
2025-09-30	$5,393,404	31,248	+0.4%	Shares	Sole	2025-10-15
2025-06-30	$4,774,407	31,130	+4.8%	Shares	Sole	2025-08-04
2025-03-31	$4,125,210	29,697	+1.7%	Shares	Sole	2025-04-29
2024-12-31	$4,534,082	29,190	+3.2%	Shares	Sole	2025-02-12
2024-09-30	$3,464,393	28,290	+7.3%	Shares	Sole	2024-11-25
2024-06-30	$3,259,101	26,366	+0.0%	Shares	Sole	2024-08-15
2024-03-31	$3,385,022	26,359	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.