RFG - Bristol Wealth Advisors, LLC
Position in RJF — Raymond James Financial Inc
CIK 2055104
TAUNTON, MA
Position in RJF
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,062,613
-$146,308 QoQ
Shares Held
7,339
-2.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026RFG - Bristol Wealth Advisors, LLC holds $2,861,754 across 5 Asset Management names. RJF ranks #1 (37.1% of the industry book) .
All Filings in RJF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,062,613 | 7,339 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,208,921 | 7,528 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,529,581 | 8,862 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,391,679 | 9,074 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,322,006 | 9,517 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,521,612 | 9,796 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||