Vanguard Personalized Indexing Management, LLC
Position in RJF — Raymond James Financial Inc
CIK 1767306
OAKLAND, CA
Position in RJF
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,536,994
-$235,098 QoQ
Shares Held
31,335
+5.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Vanguard Personalized Indexing Management, LLC holds $104,707,258 across 37 Asset Management names. RJF ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
23,214 | $22,325,135 | |
| 2 | BX |
Blackstone Inc.
|
88,457 | $10,171,670 | |
| 3 | AMP |
Ameriprise Financial Inc
|
22,119 | $9,829,683 | |
| 4 | STT |
State Street Corp
|
63,086 | $7,984,164 | |
| 5 | TROW |
Price T Rowe Group Inc
|
58,479 | $5,271,297 | |
| 6 | RJF |
Raymond James Financial Inc
This page
|
31,335 | $4,536,994 | |
| 7 | APO |
Apollo Global Management, Inc.
|
38,125 | $4,247,887 | |
| 8 | NTRS |
Northern Trust Corp
|
27,671 | $3,862,041 |
All Filings in RJF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,536,994 | 31,335 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,772,092 | 29,716 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,146,069 | 29,815 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,835,295 | 31,527 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,060,200 | 29,229 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,548,528 | 29,283 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,316,216 | 27,080 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,640,314 | 29,450 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,543,621 | 27,594 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,980,729 | 26,733 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,861,871 | 18,539 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,900,755 | 18,317 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,098,575 | 22,500 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,362,667 | 22,112 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,163,663 | 21,895 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,739,739 | 19,458 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,515,548 | 13,789 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,077,693 | 10,734 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $312,090 | 3,382 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $452,441 | 3,483 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||