Position in RJF
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$356,965
+$9,181 QoQ
Shares Held
2,348
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#575
of 899 holders
Holding Since
Jun 2023
13 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $4,921,400 across 9 Asset Management names. RJF ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,718 | $1,651,959 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
72,600 | $944,525 | |
| 3 | AMP |
Ameriprise Financial Inc
|
1,056 | $484,450 | |
| 4 | NTRS |
Northern Trust Corp
|
2,104 | $365,758 | |
| 5 | KKR |
KKR & Co. Inc.
|
3,951 | $362,622 | |
| 6 | RJF |
Raymond James Financial Inc
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|
2,348 | $356,965 | |
| 7 | STT |
State Street Corp
|
1,897 | $321,731 | |
| 8 | BX |
Blackstone Inc.
|
2,259 | $265,816 |
All Filings in RJF
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,965 | 2,348 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $347,784 | 2,402 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $387,984 | 2,416 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $414,757 | 2,403 | Shares | Other | 2025-10-31 | |
| 2025-06-30 | $368,088 | 2,400 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $340,745 | 2,453 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $385,529 | 2,482 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $305,659 | 2,496 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $322,127 | 2,606 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $327,727 | 2,552 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $275,070 | 2,467 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $232,796 | 2,318 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $203,077 | 1,957 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||