AM INVESTMENT STRATEGIES LLC
Position in RJF — Raymond James Financial Inc
CIK 1818897
CHATTANOOGA, TN
Position in RJF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$9,739,497
+$463,816 QoQ
Shares Held
64,063
0.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#152
of 897 holders
Holding Since
Dec 2022
15 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, 2026AM INVESTMENT STRATEGIES LLC holds $18,221,335 across 3 Asset Management names. RJF ranks #1 (53.5% of the industry book) .
All Filings in RJF
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,739,497 | 64,063 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $9,275,681 | 64,063 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $10,287,877 | 64,063 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,057,273 | 64,063 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $9,826,569 | 64,071 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $8,898,991 | 64,063 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,950,905 | 64,063 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,845,154 | 64,063 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,918,827 | 64,063 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $8,226,970 | 64,063 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,143,024 | 64,063 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $6,433,847 | 64,063 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $6,647,817 | 64,063 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,976,834 | 64,081 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $6,847,054 | 64,081 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||