Position in RJF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$319,415
-$9,403 QoQ
Shares Held
2,101
-7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#600
of 897 holders
Holding Since
Dec 2020
23 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, 2026Clarus Group, Inc. holds $543,609 across 2 Asset Management names. RJF ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
This page
|
2,101 | $319,415 | |
| 2 | CGBD |
Carlyle Secured Lending, Inc.
|
21,291 | $224,194 |
All Filings in RJF
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,415 | 2,101 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $328,818 | 2,271 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $364,699 | 2,271 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $391,974 | 2,271 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $383,425 | 2,500 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $347,275 | 2,500 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $388,325 | 2,500 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $306,150 | 2,500 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $309,025 | 2,500 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $385,516 | 3,002 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $334,723 | 3,002 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $309,023 | 3,077 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $319,300 | 3,077 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $286,991 | 3,077 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $328,777 | 3,077 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $304,069 | 3,077 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $275,114 | 3,077 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $338,193 | 3,077 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $308,930 | 3,077 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $283,945 | 3,077 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $266,554 | 2,052 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $252,963 | 2,064 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $262,040 | 2,739 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||