Position in RJF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$411,927
-$67,915 QoQ
Shares Held
2,845
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Smartleaf Asset Management LLC holds $11,842,065 across 80 Asset Management names. RJF ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,944 | $2,831,274 | |
| 2 | AMP |
Ameriprise Financial Inc
|
3,512 | $1,560,732 | |
| 3 | NUW |
Nuveen AMT-Free Municipal Value Fund
|
82,366 | $1,180,304 | |
| 4 | BX |
Blackstone Inc.
|
10,164 | $1,168,758 | |
| 5 | MAIN |
Main Street Capital CORP
|
13,361 | $707,598 | |
| 6 | PFG |
Principal Financial Group Inc
|
6,246 | $562,827 | |
| 7 | STT |
State Street Corp
|
3,632 | $459,665 | |
| 8 | RJF |
Raymond James Financial Inc
This page
|
2,845 | $411,927 |
All Filings in RJF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $411,927 | 2,845 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $479,842 | 2,988 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $525,394 | 3,044 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $385,878 | 2,516 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $417,285 | 3,004 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $490,687 | 3,159 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $341,908 | 2,792 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $275,279 | 2,227 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $237,320 | 1,848 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $172,044 | 1,543 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||