Position in RJF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$516,902
+$24,616 QoQ
Shares Held
3,400
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#505
of 897 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Westerkirk Capital Inc. holds $4,362,397 across 5 Asset Management names. RJF ranks #3 (11.8% of the industry book) .
All Filings in RJF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,902 | 3,400 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $492,286 | 3,400 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $578,124 | 3,600 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $621,360 | 3,600 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $552,132 | 3,600 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||