Systematic Alpha Investments, LLC
Position in RJF — Raymond James Financial Inc
CIK 1806755
PRINCETON, NJ
Position in RJF
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$825,303
-$90,060 QoQ
Shares Held
5,700
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Systematic Alpha Investments, LLC holds $27,714,518 across 6 Asset Management names. RJF ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAMI |
Acadian Asset Management Inc.
|
370,108 | $20,141,277 | |
| 2 | IVZ |
Invesco Ltd.
|
126,193 | $3,065,227 | |
| 3 | BEN |
Franklin Resources Inc
|
126,200 | $2,980,844 | |
| 4 | RJF |
Raymond James Financial Inc
This page
|
5,700 | $825,303 | |
| 5 | STT |
State Street Corp
|
3,798 | $480,674 | |
| 6 | BLK |
BlackRock, Inc.
|
230 | $221,193 |
All Filings in RJF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $825,303 | 5,700 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $915,363 | 5,700 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $983,820 | 5,700 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $874,209 | 5,700 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $791,787 | 5,700 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $885,381 | 5,700 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $698,022 | 5,700 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $704,577 | 5,700 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $731,994 | 5,700 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $635,550 | 5,700 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $572,451 | 5,700 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $591,489 | 5,700 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $531,639 | 5,700 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $609,045 | 5,700 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $563,274 | 5,700 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $509,637 | 5,700 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $626,487 | 5,700 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $572,280 | 5,700 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $525,996 | 5,700 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $329,080 | 3,800 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||