Pacific Center for Financial Services
Position in RJF — Raymond James Financial Inc
CIK 1698222
SAN RAMON, CA
Position in RJF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,397
-$917 QoQ
Shares Held
58
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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, 2026Pacific Center for Financial Services holds $217,146 across 6 Asset Management names. RJF ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
4,705 | $166,745 | |
| 2 | CSQ |
Calamos Strategic Total Return Fund
|
1,692 | $28,967 | |
| 3 | RJF |
Raymond James Financial Inc
This page
|
58 | $8,397 | |
| 4 | DXYZ |
Destiny Tech100 Inc.
|
200 | $5,356 | |
| 5 | KKR |
KKR & Co. Inc.
|
47 | $4,347 | |
| 6 | BX |
Blackstone Inc.
|
29 | $3,334 |
All Filings in RJF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,397 | 58 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,314 | 58 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,010 | 58 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,895 | 58 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $8,056 | 58 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,009 | 58 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $7,102 | 58 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $7,169 | 58 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $7,448 | 58 | Shares | Sole | 2024-05-20 | |
| No filing history on record for this holder in this stock. | ||||||