Envestnet Portfolio Solutions, Inc.

Position in RJF — Raymond James Financial Inc

CIK 1998033 BERWYN, PA

Position in RJF

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,433,642

-$434,293 QoQ

Shares Held

9,430

-26.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#371

of 897 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $66,284,905 across 26 Asset Management names. RJF ranks #7 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	174,047	$19,787,403
2	BEN	Franklin Resources Inc	546,393	$18,178,495
3	BX	Blackstone Inc.	75,814	$8,921,033
4	BLK	BlackRock, Inc.	6,204	$5,965,518
5	SEIC	Sei Investments Co	20,242	$1,775,425
6	BPRE	Bluerock Private Real Estate Fund	125,957	$1,638,700
7	RJF	Raymond James Financial Inc This page	9,430	$1,433,642
8	STT	State Street Corp	6,859	$1,163,286

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,433,642	9,430	-26.9%	Shares	Sole	2026-07-20
2026-03-31	$1,867,935	12,901	-5.1%	Shares	Sole	2026-04-29
2025-12-31	$2,182,096	13,588	-4.6%	Shares	Sole	2026-02-06
2025-09-30	$2,459,032	14,247	-8.7%	Shares	Sole	2025-10-30
2025-06-30	$2,392,418	15,599	-8.8%	Shares	Sole	2025-07-25
2025-03-31	$2,376,611	17,109	-26.8%	Shares	Sole	2025-04-21
2024-12-31	$3,629,751	23,368	-0.3%	Shares	Sole	2025-02-10
2024-09-30	$2,870,095	23,437	-12.2%	Shares	Sole	2024-10-31
2024-06-30	$3,299,027	26,689	+2.0%	Shares	Sole	2024-07-16
2024-03-31	$3,361,393	26,175	+3.8%	Shares	Sole	2024-05-06
2023-12-31	$2,812,253	25,222	-4.5%	Shares	Sole	2024-02-07
2023-09-30	$2,652,456	26,411	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.