Position in RJF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$818,529
-$319,809 QoQ
Shares Held
5,384
-31.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#435
of 899 holders
Holding Since
Mar 2021
22 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, 2026CPC Advisors, LLC holds $1,343,901 across 4 Asset Management names. RJF ranks #1 (60.9% of the industry book) .
All Filings in RJF
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,529 | 5,384 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,138,338 | 7,862 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,314,107 | 8,183 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,396,506 | 8,091 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,240,916 | 8,091 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,122,531 | 8,081 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,252,270 | 8,062 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,008,335 | 8,234 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,053,404 | 8,522 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,101,458 | 8,577 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $957,896 | 8,591 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $869,522 | 8,658 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $896,157 | 8,636 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $803,427 | 8,614 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $887,816 | 8,309 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $871,691 | 8,821 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $794,944 | 8,891 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $991,608 | 9,022 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $928,900 | 9,252 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $909,142 | 9,852 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $448,544 | 3,453 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $430,921 | 3,516 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||