Position in RJF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$645,671
-$98,549 QoQ
Shares Held
4,247
-17.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#476
of 901 holders
Holding Since
Jun 2024
9 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, 2026Peak Planning Group, LLC holds $15,245,210 across 4 Asset Management names. RJF ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
400,589 | $7,278,702 | |
| 2 | EAD |
Allspring Income Opportunities Fund
|
1,090,407 | $7,087,645 | |
| 3 | RJF |
Raymond James Financial Inc
This page
|
4,247 | $645,671 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
24,367 | $233,192 |
All Filings in RJF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,671 | 4,247 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $744,220 | 5,140 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $992,125 | 6,178 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,117,412 | 6,474 | Shares | Sole | 2026-05-26 | |
| 2025-06-30 | $1,319,595 | 8,604 | Shares | Sole | 2026-06-24 | |
| 2025-03-31 | $1,290,334 | 9,289 | Shares | Sole | 2026-06-24 | |
| 2024-12-31 | $1,442,239 | 9,285 | Shares | Sole | 2026-05-26 | |
| 2024-09-30 | $1,417,841 | 11,578 | Shares | Sole | 2026-06-24 | |
| 2024-06-30 | $1,430,909 | 11,576 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||