Position in RJF
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$1,086,254
+$52,454 QoQ
Shares Held
7,145
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#409
of 897 holders
Holding Since
Dec 2021
19 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, 2026WEST MICHIGAN ADVISORS, LLC holds $3,549,521 across 9 Asset Management names. RJF ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
This page
|
7,145 | $1,086,254 | |
| 2 | FSCO |
FS Credit Opportunities Corp.
|
129,190 | $644,658 | |
| 3 | MIY |
Blackrock Muniyield Michigan Quality Fund, Inc.
|
36,201 | $444,186 | |
| 4 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
|
15,457 | $313,777 | |
| 5 | BLK |
BlackRock, Inc.
|
313 | $300,968 | |
| 6 | TROW |
Price T Rowe Group Inc
|
2,409 | $273,879 | |
| 7 | FFA |
First Trust Enhanced Equity Income Fund
|
12,106 | $270,690 | |
| 8 | ETW |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
|
12,865 | $124,018 |
All Filings in RJF
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,086,254 | 7,145 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $1,033,800 | 7,140 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,146,612 | 7,140 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,232,364 | 7,140 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,118,067 | 7,290 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,012,653 | 7,290 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,280,074 | 8,241 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,055,605 | 8,620 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,078,497 | 8,725 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,119,950 | 8,721 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,000,712 | 8,975 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $939,020 | 9,350 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $991,003 | 9,550 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $820,123 | 8,793 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $908,438 | 8,502 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $901,436 | 9,122 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $833,390 | 9,321 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,018,535 | 9,267 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $733,823 | 7,309 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||