Bruce G. Allen Investments, LLC

Position in RJF — Raymond James Financial Inc

CIK 2005409 DENVER, CO

Position in RJF

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$140,323

-$13,588 QoQ

Shares Held

923

-13.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#688

of 896 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $5,011,455 across 23 Asset Management names. RJF ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	114,835	$3,464,571
2	NBB	Nuveen Taxable Municipal Income Fund	58,372	$921,110
3	BLK	BlackRock, Inc.	191	$183,657
4	RJF	Raymond James Financial Inc This page	923	$140,323
5	BX	Blackstone Inc.	508	$59,776
6	STT	State Street Corp	310	$52,576
7	KKR	KKR & Co. Inc.	457	$41,943
8	NTRS	Northern Trust Corp	153	$26,597

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$140,323	923	-13.2%	Shares	Sole	2026-07-31
2026-03-31	$153,911	1,063	-0.9%	Shares	Sole	2026-05-08
2025-12-31	$172,313	1,073	-3.0%	Shares	Sole	2026-02-10
2025-09-30	$190,895	1,106	-2.3%	Shares	Sole	2025-10-30
2025-06-30	$173,614	1,132	+2.3%	Shares	Sole	2025-07-09
2025-03-31	$153,773	1,107	-0.4%	Shares	Sole	2025-04-14
2024-12-31	$172,571	1,111	-1.4%	Shares	Sole	2025-01-10
2024-09-30	$138,012	1,127	-10.9%	Shares	Sole	2024-10-08
2024-06-30	$156,366	1,265	-0.4%	Shares	Sole	2024-07-12
2024-03-31	$163,093	1,270	+1.0%	Shares	Sole	2024-04-10
2023-12-31	$140,267	1,258	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.