Position in RJF
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$1,499,155
-$175,477 QoQ
Shares Held
10,354
-0.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Wedmont Private Capital holds $12,735,581 across 19 Asset Management names. RJF ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,459 | $2,364,844 | |
| 2 | AMP |
Ameriprise Financial Inc
|
3,490 | $1,550,956 | |
| 3 | RJF |
Raymond James Financial Inc
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|
10,354 | $1,499,155 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
37,846 | $1,341,262 | |
| 5 | BX |
Blackstone Inc.
|
7,648 | $879,443 | |
| 6 | STT |
State Street Corp
|
6,642 | $840,611 | |
| 7 | ARCC |
Ares Capital Corp
|
37,331 | $672,704 | |
| 8 | APO |
Apollo Global Management, Inc.
|
5,374 | $598,771 |
All Filings in RJF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||