Position in RJF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$304,060
+$14,480 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#608
of 897 holders
Holding Since
Jun 2020
22 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 Jun 30, 2026Principle Wealth Partners LLC holds $11,748,477 across 13 Asset Management names. RJF ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,504 | $5,292,426 | |
| 2 | BX |
Blackstone Inc.
|
24,324 | $2,862,205 | |
| 3 | TROW |
Price T Rowe Group Inc
|
9,025 | $1,026,052 | |
| 4 | KKR |
KKR & Co. Inc.
|
5,030 | $461,653 | |
| 5 | HTGC |
Hercules Capital, Inc.
|
20,945 | $330,302 | |
| 6 | RJF |
Raymond James Financial Inc
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|
2,000 | $304,060 | |
| 7 | CG |
Carlyle Group Inc.
|
7,131 | $300,286 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
7,300 | $293,679 |
All Filings in RJF
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,060 | 2,000 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $289,580 | 2,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $321,982 | 2,005 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $346,063 | 2,005 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $307,506 | 2,005 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $277,820 | 2,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $310,660 | 2,000 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $272,473 | 2,225 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $275,032 | 2,225 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $285,734 | 2,225 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $248,087 | 2,225 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $223,456 | 2,225 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $230,888 | 2,225 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $207,525 | 2,225 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $237,741 | 2,225 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $219,874 | 2,225 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $244,549 | 2,225 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $263,550 | 2,625 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $242,235 | 2,625 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $227,325 | 1,750 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $214,480 | 1,750 | Shares | Sole | 2021-05-18 | |
| 2020-06-30 | $120,452 | 1,750 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||