Position in RJF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,088,550
+$1,380,494 QoQ
Shares Held
46,626
+18.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#183
of 897 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026IFM Investors Pty Ltd holds $134,470,445 across 13 Asset Management names. RJF ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
33,064 | $31,793,019 | |
| 2 | BX |
Blackstone Inc.
|
160,231 | $18,854,381 | |
| 3 | STT |
State Street Corp
|
75,952 | $12,881,459 | |
| 4 | KKR |
KKR & Co. Inc.
|
138,671 | $12,727,224 | |
| 5 | APO |
Apollo Global Management, Inc.
|
102,873 | $12,170,904 | |
| 6 | AMP |
Ameriprise Financial Inc
|
22,936 | $10,522,119 | |
| 7 | RJF |
Raymond James Financial Inc
This page
|
46,626 | $7,088,550 | |
| 8 | NTRS |
Northern Trust Corp
|
39,494 | $6,865,636 |
All Filings in RJF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,088,550 | 46,626 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,708,056 | 39,423 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,979,086 | 37,232 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,455,240 | 37,400 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,931,738 | 38,676 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,161,756 | 37,159 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $5,890,268 | 37,921 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $4,965,508 | 40,548 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,103,733 | 41,289 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,215,264 | 40,611 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $4,528,126 | 40,611 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $4,167,141 | 41,493 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $4,149,347 | 39,986 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,971,675 | 31,861 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,337,566 | 31,236 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,086,741 | 31,236 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,681,316 | 29,989 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,151,559 | 28,674 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,366,026 | 23,566 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,219,518 | 24,052 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,083,076 | 16,036 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,572,322 | 12,829 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,170,522 | 12,235 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $729,492 | 10,026 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $620,365 | 9,013 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $806,557 | 12,762 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||