Position in RJF
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,386,943
-$149,742 QoQ
Shares Held
9,579
+0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Meridian Wealth Advisors, LLC holds $5,577,192 across 6 Asset Management names. RJF ranks #2 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
|
85,722 | $1,467,560 | |
| 2 | RJF |
Raymond James Financial Inc
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|
9,579 | $1,386,943 | |
| 3 | BLK |
BlackRock, Inc.
|
987 | $949,207 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
23,469 | $831,741 | |
| 5 | BX |
Blackstone Inc.
|
6,839 | $786,416 | |
| 6 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
17,936 | $155,325 |
All Filings in RJF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,386,943 | 9,579 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,536,685 | 9,569 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,763,281 | 10,216 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,557,318 | 10,154 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,410,492 | 10,154 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,618,383 | 10,419 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,481,031 | 12,094 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,566,015 | 12,669 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,626,952 | 12,669 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,351,380 | 12,120 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,217,211 | 12,120 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,257,692 | 12,120 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,340,289 | 14,370 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,506,050 | 14,095 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,447,713 | 14,650 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,405,167 | 15,716 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,705,363 | 15,516 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,638,126 | 16,316 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,487,184 | 16,116 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $895,790 | 10,344 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $845,174 | 10,344 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $659,740 | 10,344 | Shares | Sole | 2021-05-07 | |
| 2020-09-30 | $501,753 | 10,344 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $474,652 | 10,344 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $448,466 | 10,644 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||