Concurrent Investment Advisors, LLC

Position in RJF — Raymond James Financial Inc

CIK 2001015 Tampa, FL

Position in RJF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,870,379

+$9,555 QoQ

Shares Held

25,458

-4.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#251

of 897 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $117,251,303 across 129 Asset Management names. RJF ranks #6 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	129,219	$15,205,199
2	BLK	BlackRock, Inc.	8,770	$8,432,880
3	KKR	KKR & Co. Inc.	89,759	$8,238,080
4	APO	Apollo Global Management, Inc.	65,700	$7,772,966
5	CEF	Sprott Physical Gold & Silver Trust	132,379	$5,325,606
6	RJF	Raymond James Financial Inc This page	25,458	$3,870,379
7	OWL	Blue Owl Capital Inc.	374,828	$3,279,744
8	ARCC	Ares Capital Corp	155,429	$2,880,098

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,870,379	25,458	-4.5%	Shares	Sole	2026-07-27
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.