Position in RJF
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$434
-$47 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026DecisionPoint Financial, LLC holds $13,813 across 12 Asset Management names. RJF ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
150 | $5,316 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
68 | $3,244 | |
| 3 | TROW |
Price T Rowe Group Inc
|
10 | $901 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2 | $888 | |
| 5 | BX |
Blackstone Inc.
|
7 | $804 | |
| 6 | KKR |
KKR & Co. Inc.
|
8 | $740 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
13 | $482 | |
| 8 | RJF |
Raymond James Financial Inc
This page
|
3 | $434 |
All Filings in RJF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $434 | 3 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $481 | 3 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $517 | 3 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $460 | 3 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||