Legacy Financial Advisors, Inc.
Position in RJF — Raymond James Financial Inc
CIK 1730810
COVINGTON, KY
Position in RJF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$561,446
+$13,127 QoQ
Shares Held
3,693
-2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#497
of 897 holders
Holding Since
Jun 2021
8 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, 2026Legacy Financial Advisors, Inc. holds $4,798,442 across 10 Asset Management names. RJF ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
822 | $790,402 | |
| 2 | STT |
State Street Corp
|
4,460 | $756,416 | |
| 3 | RJF |
Raymond James Financial Inc
This page
|
3,693 | $561,446 | |
| 4 | CG |
Carlyle Group Inc.
|
13,102 | $551,725 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
9,901 | $434,455 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
9,228 | $393,020 | |
| 7 | SEIC |
Sei Investments Co
|
4,396 | $385,573 | |
| 8 | AMP |
Ameriprise Financial Inc
|
787 | $361,044 |
All Filings in RJF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,446 | 3,693 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $548,319 | 3,787 | Shares | Sole | 2026-04-30 | |
| 2022-09-30 | $262,960 | 2,661 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $227,190 | 2,541 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $261,146 | 2,376 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $254,012 | 2,530 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $221,748 | 2,403 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $204,072 | 1,571 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||