Wellspring Financial Advisors, LLC

Position in RJF — Raymond James Financial Inc

CIK 1811308 CLEVELAND, OH

Position in RJF

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,515,291

-$273,836 QoQ

Shares Held

17,372

+0.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Wellspring Financial Advisors, LLC holds $8,423,964 across 14 Asset Management names. RJF ranks #1 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc This page	17,372	$2,515,291
2	MHD	Blackrock Muniholdings Fund, Inc.	100,062	$1,128,699
3	BTT	BlackRock Municipal 2030 Target Term Trust	38,090	$864,643
4	MYN	Blackrock Muniyield New York Quality Fund, Inc.	71,316	$684,633
5	BX	Blackstone Inc.	5,193	$597,143
6	MYI	Blackrock Muniyield Quality Fund III, Inc.	56,563	$594,477
7	BN	BROOKFIELD Corp /ON/	14,374	$581,715
8	MUC	Blackrock Muniholdings California Quality Fund, Inc.	31,194	$324,417

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,515,291	17,372	+0.0%	Shares	Sole	2026-05-15
2025-12-31	$2,789,127	17,368	0.0%	Shares	Sole	2026-02-11
2025-09-30	$2,997,716	17,368	0.0%	Shares	Sole	2025-11-13
2025-06-30	$2,663,730	17,368	+0.1%	Shares	Sole	2025-08-13
2025-03-31	$2,410,505	17,353	-23.6%	Shares	Sole	2025-05-15
2024-12-31	$3,530,340	22,728	-3.4%	Shares	Sole	2025-02-13
2024-09-30	$2,881,238	23,528	-0.1%	Shares	Sole	2024-11-13
2024-06-30	$2,910,768	23,548	+0.1%	Shares	Sole	2024-08-12
2024-03-31	$3,021,465	23,528	+70.8%	Shares	Sole	2024-05-01
2023-12-31	$1,536,247	13,778	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.