Cornerstone Wealth Group, LLC

Position in RJF — Raymond James Financial Inc

CIK 1774879 HUNTERSVILLE, NC

Position in RJF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$393,301

+$30,458 QoQ

Shares Held

2,587

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#554

of 897 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $15,155,017 across 9 Asset Management names. RJF ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	8,854	$8,513,652
2	BX	Blackstone Inc.	35,157	$4,136,924
3	ARES	Ares Management Corp	7,176	$798,760
4	RJF	Raymond James Financial Inc This page	2,587	$393,301
5	STT	State Street Corp	2,230	$378,208
6	NTRS	Northern Trust Corp	1,503	$261,281
7	QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	8,453	$254,773
8	AMP	Ameriprise Financial Inc	464	$212,864

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$393,301	2,587	+3.2%	Shares	Sole	2026-07-27
2026-03-31	$362,843	2,506	-1.6%	Shares	Sole	2026-04-22
2025-12-31	$409,183	2,548	+1.8%	Shares	Sole	2026-01-26
2025-09-30	$432,017	2,503	+0.2%	Shares	Sole	2025-10-30
2025-06-30	$382,964	2,497	+5.4%	Shares	Sole	2025-07-28
2025-03-31	$329,216	2,370	+1.5%	Shares	Sole	2025-04-23
2024-12-31	$362,540	2,334	+0.5%	Shares	Sole	2025-01-22
2024-09-30	$284,474	2,323	-0.4%	Shares	Sole	2024-10-25
2024-06-30	$288,382	2,333	+1.3%	Shares	Sole	2024-07-24
2024-03-31	$295,879	2,304	—	Shares	Sole	2024-04-17
No filing history on record for this holder in this stock.