OneDigital Investment Advisors LLC
Position in RJF — Raymond James Financial Inc
CIK 1690370
OVERLAND PARK, KS
Position in RJF
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$5,778,713
-$753,124 QoQ
Shares Held
39,911
-1.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.00501114980832352.ToString("F0")%
Shared 0.ToString("F0")%
None 99.99498885019167.ToString("F0")%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $38,898,463 across 33 Asset Management names. RJF ranks #1 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
This page
|
39,911 | $5,778,713 | |
| 2 | SII |
Sprott Inc.
|
27,369 | $3,911,030 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
145,710 | $3,553,866 | |
| 4 | BLK |
BlackRock, Inc.
|
3,140 | $3,019,769 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
233,576 | $2,686,124 | |
| 6 | SPPP |
Sprott Physical Platinum & Palladium Trust
|
133,306 | $2,070,242 | |
| 7 | NAC |
Nuveen California Quality Municipal Income Fund
|
170,888 | $1,990,845 | |
| 8 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
186,486 | $1,935,724 |
All Filings in RJF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,778,713 | 39,911 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,531,837 | 40,674 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,487,516 | 37,587 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,805,974 | 37,856 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,251,075 | 37,802 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,256,381 | 40,278 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,989,142 | 40,741 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,158,986 | 41,736 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,882,271 | 38,018 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,679,766 | 41,971 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,427,757 | 44,088 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $820,509 | 7,907 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $732,542 | 7,854 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $827,125 | 7,741 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||