Smith Partners Wealth Management, LLC
Position in RJF — Raymond James Financial Inc
CIK 2111036
GREENSBORO, NC
Position in RJF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$243,248
+$11,584 QoQ
Shares Held
1,600
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#643
of 901 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, 2026Smith Partners Wealth Management, LLC holds $243,248 across 1 Asset Management name. RJF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
This page
|
1,600 | $243,248 |
All Filings in RJF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,248 | 1,600 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $231,664 | 1,600 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $256,944 | 1,600 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||