Rakuten Investment Management, Inc.

Position in RJF — Raymond James Financial Inc

CIK 2062680 TOKYO, M0

Position in RJF

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$4,347,297

+$489,947 QoQ

Shares Held

28,595

+7.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#236

of 897 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Rakuten Investment Management, Inc. holds $70,505,869 across 13 Asset Management names. RJF ranks #7 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	121,723	$14,323,145
2	KKR	KKR & Co. Inc.	109,209	$10,023,202
3	APO	Apollo Global Management, Inc.	73,021	$8,639,114
4	STT	State Street Corp	45,381	$7,696,617
5	AMP	Ameriprise Financial Inc	14,749	$6,766,251
6	NTRS	Northern Trust Corp	29,734	$5,168,958
7	RJF	Raymond James Financial Inc This page	28,595	$4,347,297
8	TROW	Price T Rowe Group Inc	35,238	$4,006,208

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,347,297	28,595	+7.3%	Shares	Sole	2026-08-18
2026-03-31	$3,857,350	26,641	+12.2%	Shares	Sole	2026-05-12
2025-12-31	$3,813,851	23,749	-65.7%	Shares	Sole	2026-02-17
2025-09-30	$11,942,884	69,194	+303.8%	Shares	Sole	2025-10-30
2025-03-31	$2,380,222	17,135	+59.9%	Shares	Sole	2025-05-15
2024-09-30	$1,312,036	10,714	+32.1%	Shares	Sole	2025-05-15
2024-06-30	$1,002,229	8,108	+57.3%	Shares	Sole	2025-05-15
2024-03-31	$662,133	5,156	+992.4%	Shares	Sole	2025-05-15
2023-12-31	$52,628	472	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.