CWA Asset Management Group, LLC
Position in RJF — Raymond James Financial Inc
CIK 1667134
NAPLES, FL
Position in RJF
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$7,777,974
-$1,384,167 QoQ
Shares Held
53,719
-5.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026CWA Asset Management Group, LLC holds $36,098,607 across 16 Asset Management names. RJF ranks #3 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
72,641 | $8,352,988 | |
| 2 | SII |
Sprott Inc.
|
57,347 | $8,194,886 | |
| 3 | RJF |
Raymond James Financial Inc
This page
|
53,719 | $7,777,974 | |
| 4 | AAMI |
Acadian Asset Management Inc.
|
33,388 | $1,816,974 | |
| 5 | CRBG |
Corebridge Financial, Inc.
|
75,400 | $1,799,044 | |
| 6 | FHI |
Federated Hermes, Inc.
|
29,858 | $1,693,247 | |
| 7 | GROW |
U S Global Investors Inc
|
629,494 | $1,561,145 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
4,712 | $1,303,810 |
All Filings in RJF
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,777,974 | 53,719 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $9,162,141 | 57,053 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $10,271,253 | 59,509 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,306,798 | 60,682 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,876,904 | 63,904 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $10,766,077 | 69,311 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $9,192,949 | 75,069 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $10,498,463 | 81,751 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,916,766 | 79,971 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,934,673 | 79,007 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,993,714 | 77,033 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,799,383 | 72,900 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $7,104,242 | 66,488 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $6,637,541 | 67,168 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,008,083 | 67,197 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $6,863,329 | 62,445 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $6,082,734 | 60,585 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,162,604 | 55,945 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||