Financial Planning Hawaii, Inc.
Position in RJF — Raymond James Financial Inc
CIK 2105146
HONOLULU, HI
Position in RJF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$339,330
+$109,838 QoQ
Shares Held
2,232
+40.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#588
of 897 holders
Holding Since
Dec 2025
3 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, 2026Financial Planning Hawaii, Inc. holds $840,406 across 3 Asset Management names. RJF ranks #1 (40.4% of the industry book) .
All Filings in RJF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,330 | 2,232 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $229,492 | 1,585 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $254,535 | 1,585 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||