Position in RJF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$467,237
-$63,834 QoQ
Shares Held
3,227
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
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, 2026Visionary Wealth Advisors holds $10,549,854 across 16 Asset Management names. RJF ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
332,204 | $4,743,873 | |
| 2 | APO |
Apollo Global Management, Inc.
|
6,940 | $773,254 | |
| 3 | KKR |
KKR & Co. Inc.
|
6,946 | $642,505 | |
| 4 | BX |
Blackstone Inc.
|
5,209 | $598,982 | |
| 5 | EMF |
Templeton Emerging Markets Fund
|
34,111 | $596,601 | |
| 6 | UTG |
Reaves Utility Income Fund
|
13,333 | $523,720 | |
| 7 | RJF |
Raymond James Financial Inc
This page
|
3,227 | $467,237 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
31,829 | $352,028 |
All Filings in RJF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $254,344 | 2,937 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $239,400 | 2,930 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $192,934 | 3,025 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $165,844 | 3,419 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $156,060 | 3,401 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $142,536 | 3,383 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||