Position in RJF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,426,497
+$39,554 QoQ
Shares Held
9,383
-2.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#372
of 897 holders
Holding Since
Mar 2020
26 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, 2026Meridian Wealth Advisors, LLC holds $5,826,873 across 6 Asset Management names. RJF ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
|
85,722 | $1,762,444 | |
| 2 | RJF |
Raymond James Financial Inc
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|
9,383 | $1,426,497 | |
| 3 | BLK |
BlackRock, Inc.
|
987 | $949,059 | |
| 4 | BX |
Blackstone Inc.
|
6,840 | $804,862 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
23,469 | $708,059 | |
| 6 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
17,936 | $175,952 |
All Filings in RJF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,426,497 | 9,383 | Shares | Sole | 2026-08-14 | |
| 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 | $1,343,685 | 10,344 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,267,761 | 10,344 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $989,610 | 10,344 | Shares | Sole | 2021-05-07 | |
| 2020-09-30 | $752,629 | 10,344 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $711,978 | 10,344 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $672,700 | 10,644 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||