Peterson Wealth Services

Position in RJF — Raymond James Financial Inc

CIK 1906799 SOUTH OGDEN, UT

Position in RJF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$9,427,836

+$470,982 QoQ

Shares Held

62,013

+0.2% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

2.22%

of 13F equity value

Holder Rank

#156

of 897 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Peterson Wealth Services holds $9,633,426 across 5 Asset Management names. RJF ranks #1 (97.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc This page	62,013	$9,427,836
2	SEIC	Sei Investments Co	2,217	$194,453
3	AMP	Ameriprise Financial Inc	11	$5,046
4	BX	Blackstone Inc.	32	$3,765
5	FDUS	FIDUS INVESTMENT Corp	122	$2,326

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,427,836	62,013	+0.2%	Shares	Sole	2026-07-27
2026-03-31	$8,956,854	61,861	+1.5%	Shares	Sole	2026-04-30
2025-12-31	$9,784,748	60,930	+81.2%	Shares	Sole	2026-02-12
2025-09-30	$5,802,294	33,617	-45.2%	Shares	Sole	2025-11-04
2025-06-30	$9,406,642	61,333	+1.2%	Shares	Sole	2025-07-31
2025-03-31	$8,417,668	60,598	-7.8%	Shares	Sole	2025-05-05
2024-12-31	$10,211,549	65,741	-0.4%	Shares	Sole	2025-01-29
2024-09-30	$8,078,931	65,972	+3.2%	Shares	Sole	2024-11-07
2024-06-30	$7,904,612	63,948	+1.0%	Shares	Sole	2024-07-30
2024-03-31	$8,126,931	63,284	+4.9%	Shares	Sole	2024-05-01
2023-12-31	$6,725,791	60,321	-7.0%	Shares	Sole	2024-01-31
2023-09-30	$6,514,291	64,864	+2.7%	Shares	Sole	2023-11-14
2023-06-30	$6,551,934	63,139	+46.1%	Shares	Sole	2023-07-13
2023-03-31	$4,031,036	43,219	+2.1%	Shares	Sole	2023-04-06
2022-12-31	$4,523,815	42,338	+1.1%	Shares	Sole	2023-01-20
2022-09-30	$4,140,360	41,898	+1.2%	Shares	Sole	2022-11-09
2022-06-30	$3,701,484	41,399	+3.0%	Shares	Sole	2022-07-11
2022-03-31	$4,417,502	40,192	+136.7%	Shares	Sole	2022-04-18
2021-12-31	$1,704,992	16,982	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.