Position in RJF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$354,685
-$101,403 QoQ
Shares Held
2,333
-25.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#576
of 899 holders
Holding Since
Mar 2022
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $8,532,950 across 12 Asset Management names. RJF ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
12,146 | $2,059,961 | |
| 2 | NTRS |
Northern Trust Corp
|
9,613 | $1,671,123 | |
| 3 | BLK |
BlackRock, Inc.
|
1,491 | $1,433,685 | |
| 4 | 12,948 | $672,648 | |||
| 5 | APO |
Apollo Global Management, Inc.
|
3,995 | $472,648 | |
| 6 | KKR |
KKR & Co. Inc.
|
4,608 | $422,922 | |
| 7 | RJF |
Raymond James Financial Inc
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|
2,333 | $354,685 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
7,653 | $325,941 |
All Filings in RJF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,685 | 2,333 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $456,088 | 3,150 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $790,102 | 4,920 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $621,877 | 3,603 | Shares | Sole | 2025-10-03 | |
| 2022-03-31 | $122,000 | 13,409 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||