PURSUIT WEALTH STRATEGIES, LLC
Position in RJF — Raymond James Financial Inc
CIK 2116904
RALEIGH, NC
Position in RJF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$400,294
+$20,076 QoQ
Shares Held
2,633
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026PURSUIT WEALTH STRATEGIES, LLC holds $3,912,739 across 7 Asset Management names. RJF ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
53,624 | $1,555,632 | |
| 2 | IVZ |
Invesco Ltd.
|
71,012 | $933,151 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
43,517 | $510,889 | |
| 4 | RJF |
Raymond James Financial Inc
This page
|
2,633 | $400,294 | |
| 5 | VMO |
Invesco Municipal Opportunity Trust
|
32,081 | $316,639 | |
| 6 | NUV |
Nuveen Municipal Value Fund Inc
|
15,278 | $140,863 | |
| 7 | STT |
State Street Corp
|
1,031 | $55,271 |
All Filings in RJF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,294 | 2,633 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $380,218 | 2,626 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $420,745 | 2,620 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||