Position in RJF
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$421,427
+$21,518 QoQ
Shares Held
2,772
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#538
of 897 holders
Holding Since
Mar 2025
5 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, 2026FORM Wealth Advisors, LLC holds $623,054 across 2 Asset Management names. RJF ranks #1 (67.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
This page
|
2,772 | $421,427 | |
| 2 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
7,308 | $201,627 |
All Filings in RJF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,427 | 2,772 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $399,909 | 2,762 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $442,264 | 2,754 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $419,773 | 2,737 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $378,807 | 2,727 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||