Center for Financial Planning, Inc.
Position in RJF — Raymond James Financial Inc
CIK 1803557
SOUTHFIED, MI
Position in RJF
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,768,963
-$327,372 QoQ
Shares Held
19,124
-0.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Center for Financial Planning, Inc. holds $3,297,918 across 16 Asset Management names. RJF ranks #1 (84.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
This page
|
19,124 | $2,768,963 | |
| 2 | STT |
State Street Corp
|
800 | $101,248 | |
| 3 | BX |
Blackstone Inc.
|
640 | $73,593 | |
| 4 | AMP |
Ameriprise Financial Inc
|
137 | $60,882 | |
| 5 | APO |
Apollo Global Management, Inc.
|
372 | $41,448 | |
| 6 | OWL |
Blue Owl Capital Inc.
|
4,400 | $40,172 | |
| 7 | ETX |
Eaton Vance Municipal Income 2028 Term Trust
|
1,920 | $35,251 | |
| 8 | EOT |
Eaton Vance National Municipal Opportunities Trust
|
2,000 | $34,240 |
All Filings in RJF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,768,963 | 19,124 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,096,335 | 19,281 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,327,900 | 19,281 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,995,469 | 19,531 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,713,051 | 19,531 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,433,724 | 22,106 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,858,951 | 23,346 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,967,010 | 24,003 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,105,324 | 24,181 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,644,334 | 23,716 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,405,097 | 23,948 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,507,290 | 24,162 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,332,589 | 25,009 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,560,873 | 23,967 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,396,483 | 24,251 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,193,763 | 24,536 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,686,530 | 24,443 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,377,271 | 23,678 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,284,206 | 24,753 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,429,246 | 16,504 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,393,426 | 17,054 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,100,460 | 17,254 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $838,874 | 17,294 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $795,858 | 17,344 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $748,455 | 17,764 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||