Agate Pass Investment Management, LLC
Position in RJF — Raymond James Financial Inc
CIK 1900409
BAINBRIDGE ISLAND, WA
Position in RJF
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$392,541
+$18,694 QoQ
Shares Held
2,582
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#556
of 897 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Agate Pass Investment Management, LLC holds $2,695,366 across 3 Asset Management names. RJF ranks #3 (14.6% of the industry book) .
All Filings in RJF
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,541 | 2,582 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $373,847 | 2,582 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $430,702 | 2,682 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $462,913 | 2,682 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $411,338 | 2,682 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $372,556 | 2,682 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $461,019 | 2,968 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $363,461 | 2,968 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $428,679 | 3,468 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $445,360 | 3,468 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $452,021 | 4,054 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $407,143 | 4,054 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $431,060 | 4,154 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $403,765 | 4,329 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $462,553 | 4,329 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $427,791 | 4,329 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $387,055 | 4,329 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $496,573 | 4,518 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $473,687 | 4,718 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||