Position in RJF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$510,060
+$42,823 QoQ
Shares Held
3,355
+4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#507
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, 2026Visionary Wealth Advisors holds $6,592,915 across 17 Asset Management names. RJF ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMF |
Templeton Emerging Markets Fund
|
48,580 | $1,128,027 | |
| 2 | UTG |
Reaves Utility Income Fund
|
17,366 | $707,143 | |
| 3 | BX |
Blackstone Inc.
|
5,275 | $620,709 | |
| 4 | KKR |
KKR & Co. Inc.
|
6,447 | $591,705 | |
| 5 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
36,896 | $510,271 | |
| 6 | RJF |
Raymond James Financial Inc
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|
3,355 | $510,060 | |
| 7 | FSK |
FS KKR Capital Corp
|
30,210 | $317,205 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
28,859 | $313,697 |
All Filings in RJF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,060 | 3,355 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $467,237 | 3,227 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $531,071 | 3,307 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $570,615 | 3,306 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $522,224 | 3,405 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $472,849 | 3,404 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $536,354 | 3,453 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $422,731 | 3,452 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $433,623 | 3,508 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $469,631 | 3,657 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $407,644 | 3,656 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $379,625 | 3,780 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $392,146 | 3,779 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $359,555 | 3,855 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $411,799 | 3,854 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $390,734 | 3,954 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $386,251 | 4,320 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $498,222 | 4,533 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $450,394 | 4,486 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $413,137 | 4,477 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $381,516 | 2,937 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $359,100 | 2,930 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $289,401 | 3,025 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $248,766 | 3,419 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $234,091 | 3,401 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $213,805 | 3,383 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||