Position in RJF
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,800,093
-$250,314 QoQ
Shares Held
19,339
+1.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Millstone Evans Group, LLC holds $3,726,089 across 28 Asset Management names. RJF ranks #1 (75.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
This page
|
19,339 | $2,800,093 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
6,000 | $146,340 | |
| 3 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
6,322 | $87,180 | |
| 4 | STT |
State Street Corp
|
675 | $85,428 | |
| 5 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
1,750 | $64,312 | |
| 6 | FDUS |
FIDUS INVESTMENT Corp
|
3,686 | $64,210 | |
| 7 | BX |
Blackstone Inc.
|
492 | $56,575 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
6,390 | $55,337 |
All Filings in RJF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,800,093 | 19,339 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,050,407 | 18,995 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,364,146 | 19,491 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,009,886 | 19,625 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,731,387 | 19,663 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,085,009 | 19,861 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||