Signature Wealth Management Group
Position in RJF — Raymond James Financial Inc
CIK 1736666
ATLANTA, GA
Position in RJF
as of Mar 31, 2026
· filed Apr 1, 2026
Position Value
$784,037
-$85,557 QoQ
Shares Held
5,415
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Signature Wealth Management Group holds $1,483,200 across 2 Asset Management names. RJF ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
This page
|
5,415 | $784,037 | |
| 2 | BLK |
BlackRock, Inc.
|
727 | $699,163 |
All Filings in RJF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $784,037 | 5,415 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $869,594 | 5,415 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $925,999 | 5,365 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $822,830 | 5,365 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $773,034 | 5,565 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $845,771 | 5,445 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $690,429 | 5,638 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $696,913 | 5,638 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $735,076 | 5,724 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $639,787 | 5,738 | Shares | Sole | 2024-01-09 | |
| 2023-06-30 | $635,487 | 6,124 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $550,759 | 5,905 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $653,815 | 6,119 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $618,316 | 6,257 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $559,438 | 6,257 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $687,706 | 6,257 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $684,025 | 6,813 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $726,059 | 7,868 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $710,423 | 5,469 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $670,280 | 5,469 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $561,487 | 5,869 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $448,856 | 6,169 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $424,612 | 6,169 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $389,880 | 6,169 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||