Fifth Third Wealth Advisors LLC
Position in RJF — Raymond James Financial Inc
CIK 1899030
Cincinnati, OH
Position in RJF
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$519,506
+$1,283 QoQ
Shares Held
3,588
+11.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Fifth Third Wealth Advisors LLC holds $14,303,736 across 18 Asset Management names. RJF ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
6,782 | $6,522,317 | |
| 2 | AMP |
Ameriprise Financial Inc
|
3,704 | $1,646,057 | |
| 3 | BX |
Blackstone Inc.
|
9,381 | $1,078,721 | |
| 4 | KKR |
KKR & Co. Inc.
|
7,649 | $707,532 | |
| 5 | RJF |
Raymond James Financial Inc
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|
3,588 | $519,506 | |
| 6 | APO |
Apollo Global Management, Inc.
|
4,649 | $517,991 | |
| 7 | STT |
State Street Corp
|
3,891 | $492,444 | |
| 8 | EQH |
Equitable Holdings, Inc.
|
10,314 | $382,752 |
All Filings in RJF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $519,506 | 3,588 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $518,223 | 3,227 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $566,818 | 3,284 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $514,863 | 3,357 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $497,158 | 3,579 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $517,093 | 3,329 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $390,157 | 3,186 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||