Sunrise Financial Services, LLC
Position in RJF — Raymond James Financial Inc
CIK 2110891
BURIEN, WA
Position in RJF
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,882
-$205 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Sunrise Financial Services, LLC holds $116,019 across 15 Asset Management names. RJF ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
1,152 | $61,009 | |
| 2 | BLK |
BlackRock, Inc.
|
28 | $26,927 | |
| 3 | ARCC |
Ares Capital Corp
|
482 | $8,685 | |
| 4 | STT |
State Street Corp
|
26 | $3,290 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
75 | $3,035 | |
| 6 | HLNE |
Hamilton Lane INC
|
21 | $2,087 | |
| 7 | RJF |
Raymond James Financial Inc
This page
|
13 | $1,882 | |
| 8 | EQH |
Equitable Holdings, Inc.
|
45 | $1,669 |
All Filings in RJF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,882 | 13 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,087 | 13 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||