Position in RJF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$266,508
-$14,529 QoQ
Shares Held
1,753
-9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#631
of 897 holders
Holding Since
Dec 2025
3 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, 2026Sun Financial Inc holds $779,991 across 3 Asset Management names. RJF ranks #1 (34.2% of the industry book) .
All Filings in RJF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,508 | 1,753 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $281,037 | 1,941 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $320,216 | 1,994 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||