Lebenthal Global Advisors, LLC
Position in RJF — Raymond James Financial Inc
CIK 1845766
Hauppauge, NY
Position in RJF
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,140,529
+$82,404 QoQ
Shares Held
7,502
+2.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#399
of 899 holders
Holding Since
Jun 2025
5 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, 2026Lebenthal Global Advisors, LLC holds $7,020,974 across 5 Asset Management names. RJF ranks #4 (16.2% of the industry book) .
All Filings in RJF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,140,529 | 7,502 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $1,058,125 | 7,308 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $572,182 | 3,563 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $443,409 | 2,569 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $239,410 | 1,561 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||