Resurgent Financial Advisors LLC
Position in RJF — Raymond James Financial Inc
CIK 1912339
ATLANTA, GA
Position in RJF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$606,903
+$583,503 QoQ
Shares Held
3,992
+1722.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#482
of 897 holders
Holding Since
Dec 2022
2 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, 2026Resurgent Financial Advisors LLC holds $4,424,062 across 14 Asset Management names. RJF ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDI |
PIMCO Dynamic Income Fund
|
47,746 | $797,358 | |
| 2 | BX |
Blackstone Inc.
|
5,427 | $638,595 | |
| 3 | RJF |
Raymond James Financial Inc
This page
|
3,992 | $606,903 | |
| 4 | UTG |
Reaves Utility Income Fund
|
11,809 | $480,862 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
7,570 | $304,541 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
10,065 | $303,661 | |
| 7 | NUV |
Nuveen Municipal Value Fund Inc
|
30,000 | $276,600 | |
| 8 | PFG |
Principal Financial Group Inc
|
2,416 | $260,396 |
All Filings in RJF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,903 | 3,992 | Shares | Sole | 2026-08-14 | |
| 2022-12-31 | $23,400 | 219 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||