Schneider Downs Wealth Management Advisors, LP

Position in RJF — Raymond James Financial Inc

CIK 1665359 Pittsburgh, PA

Position in RJF

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,320,335

+$200,690 QoQ

Shares Held

21,840

+1.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#267

of 897 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Schneider Downs Wealth Management Advisors, LP holds $201,813,390 across 4 Asset Management names. RJF ranks #2 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FHI	Federated Hermes, Inc.	3,551,578	$196,118,137
2	RJF	Raymond James Financial Inc This page	21,840	$3,320,335
3	BN	BROOKFIELD Corp /ON/	48,234	$2,054,286
4	BAM	Brookfield Asset Management Ltd.	7,149	$320,632

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,320,335	21,840	+1.4%	Shares	Sole	2026-08-05
2026-03-31	$3,119,645	21,546	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$3,466,816	21,588	0.0%	Shares	Sole	2026-02-12
2025-09-30	$3,726,088	21,588	+0.2%	Shares	Sole	2025-11-17
2025-06-30	$3,304,510	21,546	0.0%	Shares	Sole	2025-07-31
2025-03-31	$2,992,954	21,546	0.0%	Shares	Sole	2025-05-13
2024-12-31	$3,346,740	21,546	0.0%	Shares	Sole	2025-02-05
2024-09-30	$2,638,523	21,546	+363.9%	Shares	Sole	2024-11-06
2024-06-30	$574,168	4,645	0.0%	Shares	Sole	2024-08-07
2024-03-31	$596,510	4,645	-52.5%	Shares	Sole	2024-05-08
2023-12-31	$1,091,027	9,785	0.0%	Shares	Sole	2024-02-09
2023-09-30	$982,707	9,785	0.0%	Shares	Sole	2023-11-06
2023-06-30	$1,015,389	9,785	0.0%	Shares	Sole	2023-07-31
2023-03-31	$912,646	9,785	+5.1%	Shares	Sole	2023-05-04
2022-12-31	$994,559	9,308	-3.7%	Shares	Sole	2023-02-01
2022-09-30	$955,391	9,668	+7.1%	Shares	Sole	2022-10-26
2022-06-30	$807,372	9,030	—	Shares	Sole	2022-07-13
No filing history on record for this holder in this stock.