Concurrent Investment Advisors, LLC

Position in RJF — Raymond James Financial Inc

CIK 2001015 Tampa, FL

Position in RJF

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$3,860,824

+$195,037 QoQ

Shares Held

26,665

+16.8% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Concurrent Investment Advisors, LLC holds $109,583,966 across 131 Asset Management names. RJF ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	120,926	$13,905,280
2	DHIL	DIAMOND HILL INVESTMENT GROUP INC	67,616	$11,636,713
3	BLK	BlackRock, Inc.	8,668	$8,336,102
4	CEF	Sprott Physical Gold & Silver Trust	117,448	$5,604,618
5	RJF	Raymond James Financial Inc This page	26,665	$3,860,824
6	APO	Apollo Global Management, Inc.	30,106	$3,354,410
7	KKR	KKR & Co. Inc.	35,989	$3,328,982
8	OWL	Blue Owl Capital Inc.	275,478	$2,515,113

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,860,824	26,665	+16.8%	Shares	Sole	2026-04-21
2025-12-31	$3,665,787	22,827	+56.7%	Shares	Sole	2026-01-29
2025-09-30	$2,514,091	14,566	+0.6%	Shares	Sole	2025-10-27
2025-06-30	$2,219,724	14,473	+90.3%	Shares	Sole	2025-07-25
2025-03-31	$1,056,410	7,605	-4.6%	Shares	Sole	2025-04-29
2024-12-31	$1,237,824	7,969	-8.4%	Shares	Sole	2025-02-03
2024-09-30	$1,065,402	8,700	-0.2%	Shares	Sole	2024-10-30
2024-06-30	$1,077,261	8,715	+0.9%	Shares	Sole	2024-07-30
2024-03-31	$1,109,548	8,640	+36.9%	Shares	Sole	2024-05-07
2023-12-31	$703,788	6,312	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.