Legacy Wealth Asset Management, LLC

Position in RJF — Raymond James Financial Inc

CIK 1846151 WOODBURY, MN

Position in RJF

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$415,802

+$8,508 QoQ

Shares Held

2,735

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#542

of 897 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $4,591,033 across 5 Asset Management names. RJF ranks #4 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	1,979	$1,902,927
2	VCTR	Victory Capital Holdings, Inc.	15,792	$1,327,475
3	AMG	Affiliated Managers Group, Inc.	2,041	$690,674
4	RJF	Raymond James Financial Inc This page	2,735	$415,802
5	CNS	Cohen & Steers, Inc.	3,338	$254,155

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$415,802	2,735	-2.8%	Shares	Sole	2026-07-09
2026-03-31	$407,294	2,813	+1.1%	Shares	Sole	2026-04-08
2025-12-31	$446,761	2,782	+2.5%	Shares	Sole	2026-01-12
2025-09-30	$468,436	2,714	+6.6%	Shares	Sole	2025-10-14
2025-06-30	$390,326	2,545	+8.3%	Shares	Sole	2025-07-30
2025-03-31	$326,299	2,349	-5.7%	Shares	Sole	2025-04-09
2024-12-31	$386,771	2,490	-1.7%	Shares	Sole	2025-01-15
2024-09-30	$310,313	2,534	+0.4%	Shares	Sole	2024-10-23
2024-06-30	$311,868	2,523	+2.4%	Shares	Sole	2024-08-14
2024-03-31	$316,426	2,464	+1.0%	Shares	Sole	2024-04-19
2023-12-31	$271,948	2,439	+0.9%	Shares	Sole	2024-01-10
2023-09-30	$242,839	2,418	-0.7%	Shares	Sole	2023-11-01
2023-06-30	$252,783	2,436	+15.1%	Shares	Sole	2023-08-04
2022-12-31	$226,201	2,117	-33.0%	Shares	Sole	2023-02-02
2022-09-30	$312,172	3,159	+0.1%	Shares	Sole	2022-10-14
2022-06-30	$282,267	3,157	-1.2%	Shares	Sole	2022-07-19
2022-03-31	$351,162	3,195	+0.1%	Shares	Sole	2022-05-12
2021-12-31	$320,376	3,191	-3.1%	Shares	Sole	2022-02-10
2021-09-30	$303,970	3,294	+45.8%	Shares	Sole	2021-10-19
2021-06-30	$293,444	2,259	-3.7%	Shares	Sole	2021-07-14
2021-03-31	$287,648	2,347	-0.1%	Shares	Sole	2021-04-20
2020-12-31	$224,824	2,350	—	Shares	Sole	2021-03-25
No filing history on record for this holder in this stock.