Position in RJF
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,636,450
+$137,295 QoQ
Shares Held
10,764
+4.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#352
of 897 holders
Holding Since
Dec 2022
10 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, 2026Wedmont Private Capital holds $17,392,088 across 28 Asset Management names. RJF ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,506 | $2,409,669 | |
| 2 | AMP |
Ameriprise Financial Inc
|
3,574 | $1,639,608 | |
| 3 | RJF |
Raymond James Financial Inc
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|
10,764 | $1,636,450 | |
| 4 | BX |
Blackstone Inc.
|
12,717 | $1,496,409 | |
| 5 | STT |
State Street Corp
|
6,906 | $1,171,257 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
37,846 | $1,141,813 | |
| 7 | MAIN |
Main Street Capital CORP
|
16,928 | $878,224 | |
| 8 | ARCC |
Ares Capital Corp
|
36,412 | $674,714 |
All Filings in RJF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,636,450 | 10,764 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,499,155 | 10,354 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,674,632 | 10,428 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,799,355 | 10,425 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,589,066 | 10,361 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,433,273 | 10,318 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $291,399 | 1,876 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $216,631 | 1,769 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $208,035 | 1,683 | Shares | Sole | 2024-07-15 | |
| 2022-12-31 | $256,653 | 2,402 | Shares | Sole | 2023-01-09 | |
| No filing history on record for this holder in this stock. | ||||||