William B. Walkup & Associates, Inc.
Position in RJF — Raymond James Financial Inc
CIK 2034054
COLUMBIA, SC
Position in RJF
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,961,339
+$30,565 QoQ
Shares Held
12,901
-3.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#330
of 897 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026William B. Walkup & Associates, Inc. holds $1,968,079 across 3 Asset Management names. RJF ranks #1 (99.7% of the industry book) .
All Filings in RJF
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,961,339 | 12,901 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,930,774 | 13,335 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,095,057 | 13,046 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,301,621 | 13,335 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,045,188 | 13,335 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,852,364 | 13,335 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,080,645 | 13,395 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,640,351 | 13,395 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,655,755 | 13,395 | Shares | Sole | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||