Position in RJF
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$39,817
-$4,345 QoQ
Shares Held
275
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
Jun 2025
4 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, 2026Clearstead Trust, LLC holds $2,249,759 across 18 Asset Management names. RJF ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
24,121 | $976,176 | |
| 2 | ARCC |
Ares Capital Corp
|
26,753 | $482,089 | |
| 3 | STT |
State Street Corp
|
3,041 | $384,868 | |
| 4 | BX |
Blackstone Inc.
|
614 | $70,603 | |
| 5 | BLK |
BlackRock, Inc.
|
61 | $58,664 | |
| 6 | TROW |
Price T Rowe Group Inc
|
501 | $45,160 | |
| 7 | RJF |
Raymond James Financial Inc
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|
275 | $39,817 | |
| 8 | DXYZ |
Destiny Tech100 Inc.
|
1,384 | $37,063 |
All Filings in RJF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,817 | 275 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $44,162 | 275 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $49,191 | 285 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,950 | 104 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||