Position in RJF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$83,464
+$5,133 QoQ
Shares Held
549
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#706
of 899 holders
Holding Since
Dec 2025
3 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, 2026CrossGen Wealth, LLC holds $85,229 across 2 Asset Management names. RJF ranks #1 (97.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
This page
|
549 | $83,464 | |
| 2 | BX |
Blackstone Inc.
|
15 | $1,765 |
All Filings in RJF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,464 | 549 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $78,331 | 541 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $203,628 | 1,268 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||