Position in RJF
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$753,612
+$385,412 QoQ
Shares Held
4,957
+94.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#30
of 91 holders
Holding Since
Mar 2020
21 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 Jun 30, 2026CX Institutional holds $13,060,782 across 49 Asset Management names. RJF ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
10,540 | $4,835,330 | |
| 2 | STT |
State Street Corp
|
9,788 | $1,660,044 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
81,360 | $1,058,493 | |
| 4 | RJF |
Raymond James Financial Inc
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|
4,957 | $753,612 | |
| 5 | BLK |
BlackRock, Inc.
|
633 | $608,667 | |
| 6 | BX |
Blackstone Inc.
|
4,615 | $543,047 | |
| 7 | IVZ |
Invesco Ltd.
|
16,358 | $431,687 | |
| 8 | APO |
Apollo Global Management, Inc.
|
3,409 | $403,318 |
All Filings in RJF
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $753,612 | 4,957 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $368,200 | 2,543 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $329,209 | 2,050 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $334,153 | 1,936 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $296,617 | 1,934 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $307,824 | 2,216 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $360,831 | 2,323 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $276,392 | 2,257 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $274,414 | 2,220 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $236,934 | 1,845 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $209,174 | 1,876 | Shares | Sole | 2024-01-12 | |
| 2023-06-30 | $3,598,328 | 34,676 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,149,634 | 33,769 | Shares | Sole | 2023-05-04 | |
| 2022-06-30 | $43,006 | 481 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $35,896 | 389 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $22,256 | 257 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $16,423 | 201 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $10,204 | 160 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,697 | 35 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $5,093 | 111 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $421 | 10 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||