Klingman & Associates, LLC

Position in RJF — Raymond James Financial Inc

CIK 1662449 New York, NY

Position in RJF

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,743,480

-$29,183 QoQ

Shares Held

11,468

-6.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Klingman & Associates, LLC holds $55,439,335 across 10 Asset Management names. RJF ranks #2 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	411,356	$49,147,828
2	RJF	Raymond James Financial Inc This page	11,468	$1,743,480
3	BX	Blackstone Inc.	13,588	$1,598,899
4	BLK	BlackRock, Inc.	871	$837,518
5	FRA	Blackrock Floating Rate Income Strategies Fund, Inc.	49,642	$545,565
6	ARES	Ares Management Corp	3,588	$399,380
7	GBDC	GOLUB CAPITAL BDC, Inc.	27,788	$357,909
8	KKR	KKR & Co. Inc.	3,252	$298,468

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,743,480	11,468	-6.3%	Shares	Sole	2026-07-29
2026-03-31	$1,772,663	12,243	+0.1%	Shares	Sole	2026-05-14
2025-12-31	$1,963,212	12,225	+0.0%	Shares	Sole	2026-01-29
2025-09-30	$2,109,862	12,224	-0.1%	Shares	Sole	2025-10-27
2025-06-30	$1,877,095	12,239	+0.3%	Shares	Sole	2025-07-30
2025-03-31	$1,695,118	12,203	+16.3%	Shares	Sole	2025-05-13
2024-12-31	$1,629,411	10,490	+0.2%	Shares	Sole	2025-01-31
2024-09-30	$1,281,788	10,467	+0.3%	Shares	Sole	2024-11-01
2024-06-30	$1,289,993	10,436	+0.3%	Shares	Sole	2024-07-30
2024-03-31	$1,336,723	10,409	+14.8%	Shares	Sole	2024-05-01
2023-12-31	$1,010,859	9,066	+0.1%	Shares	Sole	2024-01-29
2023-09-30	$909,393	9,055	+229.9%	Shares	Sole	2023-10-30
2022-09-30	$271,260	2,745	—	Shares	Sole	2022-10-28
No filing history on record for this holder in this stock.