Position in RJF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$94,866
+$4,952 QoQ
Shares Held
624
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#209
of 311 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026GGM Financial LLC holds $194,583 across 5 Asset Management names. RJF ranks #1 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
This page
|
624 | $94,866 | |
| 2 | NZF |
Nuveen Municipal Credit Income Fund
|
3,821 | $48,450 | |
| 3 | MHF |
Western Asset Municipal High Income Fund Inc.
|
3,835 | $26,845 | |
| 4 | BX |
Blackstone Inc.
|
105 | $12,355 | |
| 5 | APO |
Apollo Global Management, Inc.
|
102 | $12,067 |
All Filings in RJF
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,866 | 624 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $89,914 | 621 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $99,565 | 620 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $106,666 | 618 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||